Plan Ledger DOL Form 5500 · updated monthly

Animal Humane Society401(k)

ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN · WOODBURY, MN · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Animal Humane Society reported $35,012 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $746 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 0.33% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Minnesota (1,301st of 1,918), and the 1,646th of 3,341 in other services. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,032,744
Participants with balances211
Active participants250
Employer contributions$186,569
Employee contributions$695,998
Employer contribution per active participant$746
Average account balance$47,549
Benefits paid to participants$901,654
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 211 accts · $187K emplr
2023$8.8M · 219 accts · $346K emplr
2022$8.3M · 214 accts · $312K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,700
Investment management$18,312
Total administrative$35,012
The Animal Humane Society 401(k) match · 2024
Employer contribution per active participant$746
Median for plans this size$1,313
2024$746 per active participant
2023$1,268 per active participant
2022$1,231 per active participant

Animal Humane Society's 2024 employer contribution ran below the $1,313 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
MMA SECURITIES LLC · Investment advisory (plan)$16,700

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$35,012 · 0.37%
2023$32,523 · 0.38%
2022$29,575 · 0.33%
Same employer
Similar plansOther Services · Minnesota
Trellis MN$11.8M · 0.01%
Rocco Altobelli, Inc. MN$11.1M · 0.87%
Scholarship America Inc. MN$9.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410693842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.