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  2. Toltz King Duvall Anderson and Associates Incorporated
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Toltz King Duvall Anderson and Associates Incorporated

EIN 41-0579540-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
2
$151.5M assets
Health & Benefits
2
$328K premiums
Participants
1,867
3311 E OLD SHAKOPEE RD, SUITE 300 - BLOOMINGTON, MN 55425651-292-4400
Plans on this EIN
4 filings
#001401(k)-$88.6M - 571 part#002ESOP-$62.9M - 501 part#502Fully insured-$306K - 423 lives#501Mixed-$22K - 713 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $151.5M assets / 1,072 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) FLEXIBLE Savings (#001)$88.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$62.9M
Total $151.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) FLEXIBLE Savings (#001)571
  • EMPLOYEE STOCK OWNERSHIP (#002)501
Total 1,072Select a row to open it

Benefits portfolio analytics

2 plans / $328K premiums / 1,136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$306K
  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
  • Vision$22K
Total $328K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED 401(K) FLEXIBLE SAVINGS PLAN

401(k)

Assets$88.6M
Participants571
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$62.9M
Participants501
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR GROUP LIFE AD&D AND DISABILITY PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$306K
Covered lives423
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR HEALTH CARE PLAN

Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$22K
Covered lives713
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED 401(K) FLEXIBLE SAVINGS PLAN401(k)$88.6M5712025
#002TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLANESOP$62.9M5012025
  • TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED 401(K) FLEXIBLE SAVINGS PLAN$88.6M
    #001 · 401(k) · 2025571
  • TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLAN$62.9M
    #002 · ESOP · 2025501

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR GROUP LIFE AD&D AND DISABILITY PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$306K4232025
#501TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR HEALTH CARE PLANMixedFIDELITY SECURITY LIFE INSURANCE COMPANY$22K7132025
  • TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR GROUP LIFE AD&D AND DISABILITY PLAN$306K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025423
  • TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR HEALTH CARE PLAN$22K
    #501 · Mixed · FIDELITY SECURITY LIFE INSURANCE COMPANY · 2025713
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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