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Filters:State: MN City: NORTH BRANCH Clear all

Companies

companyFamily Pathways
$1.3Mreported plan assets
EIN: 41-1332828Location: MNPlans: 2Participants: 377Latest: 2023
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companyPeterson'S North Branch Mill, Inc.
$5.5Mreported plan assets
EIN: 41-0832364Location: MNPlans: 1Participants: 52Latest: 2023
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companyP.D.I. Foods, LLC
$2.1Mreported plan assets
EIN: 41-1903753Location: MNPlans: 1Participants: 155Latest: 2023
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companySchatzi'S 4 Seasons Resort, Inc.
$191.8Kreported plan assets
EIN: 80-0699890Location: MNPlans: 1Participants: 2Latest: 2023
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Plans

planPeterson'S North Branch Mill, Inc. Profit Sharing PlanFinancial statement2023 filing
$5.5Mreported assets (EOY)
Sponsor: Peterson'S North Branch Mill, Inc.EIN: 41-0832364Plan: 001Participants: 52Assets: $5,533,279Net assets: $5.5MAssets / participant: $106.4KLocation: North Branch, MNLatest: 2023
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planP.D.I. Foods, LLC 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$2.1Mreported assets (EOY)
Sponsor: P.D.I. Foods, LLCEIN: 41-1903753Plan: 001Participants: 155Assets: $2,097,335Net assets: $2.1MAssets / participant: $13.5KLocation: North Branch, MNLatest: 2023
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planFamily Pathways 401(K) PlanFinancial statementProvider compensation2023 filing
$1.3Mreported assets (EOY)
Sponsor: Family PathwaysEIN: 41-1332828Plan: 001Participants: 188Assets: $1,307,018Net assets: $1.3MAssets / participant: $7KLocation: North Branch, MNLatest: 2023
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planSchatzi'S 4 Seasons Resort, Inc. Retirement PlanFinancial statement2023 filing
$191.8Kreported assets (EOY)
Sponsor: Schatzi'S 4 Seasons Resort, Inc.EIN: 80-0699890Plan: 001Participants: 2Assets: $191,756Net assets: $191.8KAssets / participant: $95.9KLocation: North Branch, MNLatest: 2023
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planFamily Pathways Employee Benefits Plan2023 filing
Sponsor: Family PathwaysEIN: 41-1332828Plan: 501Participants: 189Assets: not reported in the loaded datasetLocation: North Branch, 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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