Plan Ledger DOL Form 5500 · updated monthly

Access & Integrated Practice Holdings LLC401(k)

ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN · BLOOMINGTON, MN · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Access & Integrated Practice Holdings LLC reported $45,720 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $940 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.64% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 434th-largest of 1,918 plans among Minnesota employers on file, and the 2,471st of 11,654 in professional & technical services. In 2024, employees put in $4.84 for every $1.00 the employer contributed; active participation has grown from 203 to 623 since 2022.

Plan summary
Net assets, end of year$57,055,639
Participants with balances696
Active participants623
Employer contributions$585,818
Employee contributions$2,834,945
Employer contribution per active participant$940
Average account balance$81,976
Benefits paid to participants$4,430,474
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.1M · 696 accts · $586K emplr
2023$11.6M · 250 accts · $161K emplr
2022$9.4M · 241 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,915
Investment management$27,805
Total administrative$45,720
The Access & Integrated Practice Holdings LLC 401(k) match · 2024
Employer contribution per active participant$940
Median for plans this size$2,416
2024$940 per active participant
2023$816 per active participant
2022$682 per active participant

Access & Integrated Practice Holdings LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ALLIANT RETIREMENT SERVICES · Investment advisory (plan)$22,539
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,266
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$45,720 · 0.13%
2023$72,338 · 0.69%
2022$63,727 · 0.64%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 454105320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.