Plan Ledger DOL Form 5500 · updated monthly

Amherst H Wilder Foundation401(k)

AMHERST H WILDER FOUNDATION 401K · ST PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Amherst H Wilder Foundation reported $65,858 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,528 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 0.10% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 522nd-largest of 1,918 plans among Minnesota employers on file, and the 452nd of 3,341 in other services. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,698,842
Participants with balances669
Active participants440
Employer contributions$1,112,341
Employee contributions$2,202,832
Employer contribution per active participant$2,528
Average account balance$69,804
Benefits paid to participants$4,174,796
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.7M · 669 accts · $1.1M emplr
2023$41.8M · 658 accts · $843K emplr
2022$35.9M · 637 accts · $777K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,858
Investment management$25,000
Total administrative$65,858
The Amherst H Wilder Foundation 401(k) match · 2024
Employer contribution per active participant$2,528
Median for plans this size$2,416
2024$2,528 per active participant
2023$2,006 per active participant
2022$1,846 per active participant

Amherst H Wilder Foundation's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
93-1253576 · Claims processing · Recordkeeping$15,858
NFP RETIREMENT$25,000

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

Recordkeeper by year2
202493-1253576
2023Securian

This plan has changed recordkeepers within these filings. If you left Amherst H Wilder Foundation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,858 · 0.15%
2023$40,781 · 0.10%
2022$42,663 · 0.10%
Same employer
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Nexus Family Healing MN$53.9M · 0.52%
Science Museum of Minnesota MN$51.7M · 0.00%
Coles Salon, Inc. MN$49.5M · 0.01%
Education Minnesota MN$40.8M · 0.17%
Guthrie Theater Foundation MN$31.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410693889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.