Plan Ledger DOL Form 5500 · updated monthly

Caerus Corp401(k)

CAERUS CORP 401(K) PLAN · BLAINE, MN · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Caerus Corp reported $12,924 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $751 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Minnesota (1,807th of 1,918), and 12,957th of 13,661 in manufacturing. In 2024, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,716,110
Participants with balances150
Active participants145
Employer contributions$108,886
Employee contributions$323,524
Employer contribution per active participant$751
Average account balance$11,441
Benefits paid to participants$275,506
Plan auditUnmodified (clean) audit opinion
AuditorBERGAN KDV, LTD
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,924
Total administrative$12,924
The Caerus Corp 401(k) match · 2024
Employer contribution per active participant$751
Median for plans this size$1,313

Caerus Corp'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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,598
EDWARD D JONES AND CO · Consultingindirect comp

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

Administrative cost history1
2024$12,924 · 0.84%
Similar plansManufacturing · Minnesota
Northern Pride, Inc. MN$2.2M · 0.72%
Customer Elation, Inc. MN$2.1M · 0.40%
Rosenbauer Minnesota, LLC MN$1.4M · 0.50%
Downs Food Group Inc. MN$1.4M · 0.97%
Aludec USA, Inc. MN$1.3M · 0.78%
Bushel Boy Farms, LLP MN$1.3M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474718357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.