Plan Ledger DOL Form 5500 · updated monthly

Autism Opportunities Foundation dba Minnesota Autism Center401(k)

MINNESOTA AUTISM CENTER 401(K) PLAN · MINNETONKA, MN · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Autism Opportunities Foundation dba Minnesota Autism Center reported $44,838 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $589 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 0.85% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,484th of 1,918), and 7,173rd of 11,911 in health care & social assistance. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has grown from 265 to 393 since 2022.

Plan summary
Net assets, end of year$6,361,904
Participants with balances222
Active participants393
Employer contributions$231,367
Employee contributions$414,729
Employer contribution per active participant$589
Average account balance$28,657
Benefits paid to participants$629,314
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 222 accts · $231K emplr
2023$5.5M · 214 accts · $204K emplr
2022$4.7M · 223 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,838
Total administrative$44,838
The Autism Opportunities Foundation dba Minnesota Autism Center 401(k) match · 2024
Employer contribution per active participant$589
Median for plans this size$1,313
2024$589 per active participant
2023$582 per active participant
2022$771 per active participant

Autism Opportunities Foundation dba Minnesota Autism Center's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$44,837
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$44,838 · 0.76%
2023$43,393 · 0.85%
2022$45,077 · 0.85%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Wingspan Life Resources MN$6.5M · 0.14%
Our Lady of Peace MN$6.3M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411847652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.