Plan Ledger DOL Form 5500 · updated monthly

Animal Emergency & Referral Center of Minnesota401(k)

ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST · OAKDALE, MN · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Animal Emergency & Referral Center of Minnesota reported $138,151 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,380 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 3 years on file its reported administrative ratio has held roughly steady near 0.85%. 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 951st-largest of 1,918 plans among Minnesota employers on file, and 5,900th of 11,654 in professional & technical services. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,087,517
Participants with balances240
Active participants275
Employer contributions$654,627
Employee contributions$1,385,862
Employer contribution per active participant$2,380
Average account balance$75,365
Benefits paid to participants$620,565
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBEKA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 240 accts · $655K emplr
2023$14.4M · 228 accts · $658K emplr
2022$10.4M · 203 accts · $575K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,132
Investment management$45,019
Total administrative$138,151
The Animal Emergency & Referral Center of Minnesota 401(k) match · 2024
Employer contribution per active participant$2,380
Median for plans this size$2,416
2024$2,380 per active participant
2023$2,308 per active participant
2022$2,144 per active participant

Animal Emergency & Referral Center of Minnesota's 2024 employer contribution ran below 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 · 20243
TAX SHELTERED COMPENSATION, INC. · Contract administrator · Recordkeeping$20,574
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,902
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)$41,684

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

Recordkeeper by year2
2024John Hancock, TAX SHELTERED COMPENSATION, INC.
2023John Hancock, TAX SHELTERED COMPENSATION, INC.

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

Administrative cost history3
2024$138,151 · 0.85%
2023$111,732 · 0.90%
2022$89,937 · 0.86%
Same employer
Similar plansProfessional & Technical Services · Minnesota
Broadhead Enterprises Inc. MN$19.0M · 0.40%
Concord, USA, LLC MN$18.9M · 0.96%
Total Expert, Inc. MN$18.0M · 0.83%
Wenck Enterprises, Inc. MN$17.9M · 0.78%
Siteimprove, Inc. MN$17.8M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411388438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.