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  2. MOHRMAN KAARDAL & ERICKSON PA
Sponsor portfolio

MOHRMAN KAARDAL & ERICKSON PA

EIN 41-1903593-law practice-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
21
150 S 5TH STREET SUITE 3100 - MINNEAPOLIS, MN 55402612-341-1074mklaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#003401k-$3.6M - 14 part#001ProfitSharing-$1.1M - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN & TRUST (#003)77%
  • PROFIT SHARING PLAN (#001)23%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)14
  • PROFIT SHARING PLAN (#001)7
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MOHRMAN KAARDAL & ERICKSON P A 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MOHRMAN & KAARDAL PA PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MOHRMAN KAARDAL & ERICKSON P A 401(K) PROFIT SHARING PLAN & TRUST401k$3.6M142024
001MOHRMAN & KAARDAL PA PROFIT SHARING PLANProfitSharing$1.1M72024
Retirement plans
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