Overview
Plan Description
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Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 60 South Sixth Street
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LocationMinneapolis , MN55402
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IndustrySecurities Brokerage
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AdministratorSherena Jeske
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Net Plan Assets$2,900,000,000
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Total Participants13,000
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Avg Account Balance$220,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Credit Suisse Securities USA LLC | 87.6 |
Mastercard International | 86.8 |
First Republic Bank | 86.4 |
Bank of Hawaii | 82.3 |
Manufacturers and Traders Trust Co. | 77.5 |
General Re | 50.9 |
Top Industry Articles
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.
The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.
As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
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JPMorgan SmartRetirement Passive Blend | 21% |
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Royal Bank of Canada USA Common Stock | 12% |
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T. Rowe Price Growth Stock | 11% |
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100%
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100%
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View all funds in this plan
Providers
Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
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