Retirement plan

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN

Name: SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A. - SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN (2025) Form 5500
Creator: SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN, SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A.

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A.EIN 41-0982361Plan #002PY 2025

ATTN HUMAN RESOURCES DEPT, 710 BROADWAY - ALEXANDRIA, MN 56308320-763-3141alexandriamnlaw.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$5.6M

+18.2% from 2024

Total participants

-12.5% from 2024

Average account balance

$403,422

+26.7% from 2024

Annual return

14.58%

-1.26 pp from 2024

Benchmarks

See 48,821 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort48,821 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.65M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$403K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

127.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$175K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$403,422

$155,555+159.3%

$146,866+174.7%

$155,188+160.0%

Participation rate

100.0%

84.0%+16.0pp

82.5%+17.5pp

80.8%+19.2pp

Annual return

14.58%

115.41%-100.8pp

102.85%-88.3pp

148.84%-134.3pp

Employer contribution / active EE

$3,076

$4,647-33.8%

$4,425-30.5%

$4,248-27.6%

Participant deferral / active EE

$12,800

$8,044+59.1%

$7,759+65.0%

$6,531+96.0%

Admin fee / account holder

$14,755-100.0%

$13,620-100.0%

$14,480-100.0%

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion