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Sponsor portfolio

MASLON LLP

EIN 41-0648239-law practice-Latest filing 2025
Plans
4
Retirement
3
$109.3M assets
Welfare
1
$1.5M premiums
Participants
396
225 SOUTH 6TH STREET, SUITE 2900 - MINNEAPOLIS, MN 554024140612-672-8211maslon.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$72.3M - 134 part#010401k-$31.0M - 73 part#009CashBalance-$6.0M - 62 part#504Mixed-$1.5M - 136 lives

Retirement portfolio analytics

3 plans aggregated / $109.3M assets / 269 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • RETIREMENT AND Savings (#001)66%
  • EARLY START Savings (#010)28%
  • CASH BALANCE PENSION (#009)5%
Total $109.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • CHARLES SCHWAB & CO., INC.66%
  • (Not disclosed)34%
Total $109.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#001)134
  • EARLY START Savings (#010)73
  • CASH BALANCE PENSION (#009)62
Total 269Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Other$185K
  • Life$182K
  • Long-term disability$159K
  • Vision$10K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • EYEMED VISION CARE1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MASLON RETIREMENT AND SAVINGS PLAN

401k

Assets$72.3M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

MASLON EARLY START SAVINGS PLAN

401k

Assets$31.0M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

MASLON CASH BALANCE PENSION PLAN

CashBalance

Assets$6.0M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MASLON LLP WRAP PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$1.5M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MASLON RETIREMENT AND SAVINGS PLAN401k$72.3M1342024
010MASLON EARLY START SAVINGS PLAN401k$31.0M732024
009MASLON CASH BALANCE PENSION PLANCashBalance$6.0M622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MASLON LLP WRAP PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA$1.5M1362025
Retirement plans
Welfare plans
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