Plan Ledger DOL Form 5500 · updated monthly

Ah Junction, Inc.401(k)

AH JUNCTION, INC. 401(K) PLAN · MOTLEY, MN · plan year 2023

Reported admin expense ratio · 2023
1.34%

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

Ah Junction, Inc. reported $54,734 in plan administrative expenses for 2023: 1.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,009 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 rose from 1.33% to 1.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,631st of 1,918), and 8,234th of 11,911 in health care & social assistance. In 2023, the employer put in $1.68 for every $1.00 employees contributed themselves; active participation has grown from 73 to 90 since 2022.

Plan summary
Net assets, end of year$4,472,033
Participants with balances82
Active participants90
Employer contributions$270,767
Employee contributions$161,640
Employer contribution per active participant$3,009
Average account balance$54,537
Benefits paid to participants$143,701
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$3.7M · 151 accts · $284K emplr
2023$4.5M · 82 accts · $271K emplr
2022$3.7M · 119 accts · $282K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$54,734
Total administrative$54,734
The Ah Junction, Inc. 401(k) match · 2023
Employer contribution per active participant$3,009
Median for plans this size$1,308
2024$2,706 per active participant
2023$3,009 per active participant
2022$3,860 per active participant

Ah Junction, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
CLIFTON LARSON ALLEN WEALTH ADVISOR · Investment advisory (plan)$14,959
EMPOWER ADVISORY GROUP, LLC · Investment management$14,398

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

Administrative cost history4
2025Not separately reported
2024$62,476 · 1.53%
2023$54,734 · 1.34%
2022$51,443 · 1.33%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Jeremiah Program MN$4.6M · 0.38%
Youable Emotional Health MN$4.5M · 0.85%
The Family Partnership MN$4.5M · 0.83%
Divine House, Inc MN$4.3M · 1.16%
Fernbrook Family Center MN$4.3M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465240519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.