Plan Ledger DOL Form 5500 · updated monthly

Anders Minkler Huber & Helm LLP401(k)

ANDERS MINKLER HUBER & HELM LLP 401(K) SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Anders Minkler Huber & Helm LLP reported $9,133 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,975 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 0.023% to 0.018%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 301st-largest of 1,393 plans among Missouri employers on file, and the 2,582nd of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 349 to 399 since 2022.

Plan summary
Net assets, end of year$54,504,815
Participants with balances458
Active participants399
Employer contributions$1,585,901
Employee contributions$3,755,213
Employer contribution per active participant$3,975
Average account balance$119,006
Benefits paid to participants$2,678,293
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.5M · 458 accts · $1.6M emplr
2023$46.2M · 439 accts · $1.2M emplr
2022$37.4M · 401 accts · $968K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,133
Total administrative$9,133
The Anders Minkler Huber & Helm LLP 401(k) match · 2024
Employer contribution per active participant$3,975
Median for plans this size$3,635
2024$3,975 per active participant
2023$3,055 per active participant
2022$2,773 per active participant

Anders Minkler Huber & Helm LLP's 2024 employer contribution ran above the $3,635 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 · 20243
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$9,133
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Investment managementindirect comp
CHARLES SCHWAB INVESTMENT MGMT INC · Custodial (securities) · Investment managementindirect comp

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

Recordkeeper by year2
2024Alerus
2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,133 · 0.02%
2023$11,242 · 0.03%
2022$8,491 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Missouri
Andrews McMeel Universal MO$60.8M · 0.01%
Rose International, Inc. MO$56.9M · 0.25%
Cordell Law, LLP MO$47.5M · 0.23%
Barkley, Inc. MO$47.0M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 430831507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.