Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BJORK FINANCIAL SERVICES, INC.
EIN 41-1790331financial servicesLatest filing 2025
Plans
3
Retirement
2
$10.7M assets
Welfare
1
Participants
47
10900 WAYZATA BLVD., SUITE 720 - MINNETONKA, MN 55305612-315-2401thebjorkgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 28 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
BJORK FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.0M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BJORK FINANCIAL SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
BJORK FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BJORK FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 19 | 2025 | |
| 002 | BJORK FINANCIAL SERVICES, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | BJORK FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans