Plan Ledger DOL Form 5500 · updated monthly

Cedar Valley Services, Inc.401(k)

CEDAR VALLEY SERVICES, INC. 401(K) PROFIT SHARING PLAN · AUSTIN, MN · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Cedar Valley Services, Inc. reported $24,959 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,412 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 0.19% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,236th of 1,918), and the 5,401st of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,096,779
Participants with balances207
Active participants182
Employer contributions$256,970
Employee contributions$398,476
Employer contribution per active participant$1,412
Average account balance$53,608
Benefits paid to participants$335,237
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 207 accts · $257K emplr
2023$9.8M · 206 accts · $232K emplr
2022$10.0M · 207 accts · $229K emplr
Administrative expenses, itemized · 2024
Investment management$24,959
Total administrative$24,959
The Cedar Valley Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,412
Median for plans this size$2,416
2024$1,412 per active participant
2023$1,365 per active participant
2022$1,296 per active participant

Cedar Valley Services, Inc.'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
COTA STREET INVESTMENT MANAGEMENT · Investment management$18,722
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$6,237

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$24,959 · 0.24%
2023$25,421 · 0.26%
2022$20,648 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Nura, PLLC MN$11.5M · 0.24%
Mary T. Inc. MN$11.4M · 0.91%
Eon, Inc. MN$11.2M · 0.07%
Accord MN$11.1M · 0.01%
Proact, Inc. MN$11.1M · 0.09%
Bethesda MN$11.0M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410870082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.