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Companies

companyAdolfson And Peterson, Inc.
$75.7Mreported plan assets
EIN: 41-0731300Location: MNPlans: 2Participants: 1,504Latest: 2023
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Plans

planAdolfson & Peterson, Inc. Salary Savings PlanFinancial statementProvider compensation2023 filing
$75.7Mreported assets (EOY)
Sponsor: Adolfson & Peterson, Inc.EIN: 41-0731300Plan: 001Participants: 820Assets: $75,715,859Net assets: $75.7MAssets / participant: $92.3KLocation: Minneapolis, MNLatest: 2023
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planHealth And Welfare Benefit Plan Of Adolfson And Peterson, Inc.2023 filing
Sponsor: Adolfson And Peterson, Inc.EIN: 41-0731300Plan: 501Participants: 684Assets: not reported in the loaded datasetLocation: Minneapolis, MNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Adolfson & Peterson, Inc. Salary Savings Plan
Sponsor: Adolfson & Peterson, Inc.EIN: 41-0731300Plan: 001Ack ID: 20240807113747NAL0008175826001
filing2023 Form 5500 — Health And Welfare Benefit Plan Of Adolfson And Peterson, Inc.
Sponsor: Adolfson And Peterson, Inc.EIN: 41-0731300Plan: 501Ack ID: 20240910121704NAL0009701696001