Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
CAMPBELL-SEVEY, INC.
EIN 41-0840903mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
42
15350 MINNETONKA BLVD. - MINNETONKA, MN 55345952-935-2345campbell-sevey.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.9M assets / 42 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAMPBELL-SEVEY, INC. PROFIT SHARING PLAN AND TRUST
401k
Assets$6.6M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CAMPBELL-SEVEY, INC. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAMPBELL-SEVEY, INC. PROFIT SHARING PLAN AND TRUST | 401k | $6.6M | 25 | 2025 | |
| 002 | CAMPBELL-SEVEY, INC. CASH BALANCE PLAN | CashBalance | $2.3M | 17 | 2024 |
Retirement plans