Guzek Asset Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Guzek Asset Management, INC.
  • Sponsor EIN: 260025032
  • Sponsor Address: 1650 WEST 82ND ST, BLOOMINGTON, MN, 55431
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $5.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$5.4M$102,850$91,946
20236$4.5M$78,200$58,729
20227$3.8M$91,250$62,212

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