Plan Ledger DOL Form 5500 · updated monthly

Center for Energy and Environment403(b)

CENTER FOR ENERGY AND ENVIRONMENT TAX DEFERRED ANNUITY PLAN · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
0.00%

Center for Energy and Environment reported $87 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. 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 0.00% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Minnesota (1,005th of 1,918), and the 1,192nd of 3,341 in other services. active participation has grown from 177 to 203 since 2022.

Plan summary
Net assets, end of year$16,773,541
Participants with balances183
Active participants203
Employer contributions—
Employee contributions$913,079
Employer contribution per active participant—
Average account balance$91,659
Benefits paid to participants$1,080,756
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 300 accts · $428K emplr
2023$16.8M · 183 accts
2022$14.6M · 164 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$87
Total administrative$87
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICAN INVESTMENT CORP · Claims processing · Recordkeeping$87

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

Recordkeeper by year2
2024The Standard
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Center for Energy and Environment before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,293 · 0.09%
2023$87 · 0.00%
2022$450 · 0.00%
All plans at this employer2
CENTER FOR ENERGY AND ENVIRONMENT PROFIT SHARING PLANProfit-sharing plan
CENTER FOR ENERGY AND ENVIRONMENT TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansOther Services · Minnesota
Canvas Health Inc MN$17.8M · 0.36%
Identisys Incorporated MN$15.9M · 0.43%
Nexstar, Inc MN$14.9M · 0.11%
Drcc, Inc. MN$13.9M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411647799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.