Plan Ledger DOL Form 5500 · updated monthly

Cliftonlarsonallen LLP401(k)

CLIFTONLARSONALLEN LLP 401(K) RETIREMENT PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Cliftonlarsonallen LLP reported $547,300 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $3,494 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 0.03% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 31st-largest of 1,918 plans among Minnesota employers on file, and the 115th of 11,654 in professional & technical services. In 2024, employees put in $3.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,521,027,873
Participants with balances10,571
Active participants7,938
Employer contributions$27,733,717
Employee contributions$86,913,196
Employer contribution per active participant$3,494
Average account balance$143,887
Benefits paid to participants$118,821,451
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5B · 10,571 accts · $27.7M emplr
2023$1.3B · 10,520 accts · $29.7M emplr
2022$1.1B · 9,871 accts · $31.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$487,315
Investment management$57,285
Total administrative$547,300
The Cliftonlarsonallen LLP 401(k) match · 2024
Employer contribution per active participant$3,494
Median for plans this size$5,259
2024$3,494 per active participant
2023$3,771 per active participant
2022$4,171 per active participant

Cliftonlarsonallen LLP's 2024 employer contribution ran below the $5,259 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 · 20241
EMPOWER ANNUITY INS CO OF AMERICA · Recordkeeping · Loan processing$598,427

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$547,300 · 0.04%
2023$438,004 · 0.04%
2022$374,872 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Minnesota
Goodwin Procter LLP MA$1.6B · 0.01%
Bwxt Investment Company VA$1.5B · 0.04%
Grant Thornton LLP IL$1.5B · 0.06%
Hcl America, Inc. CA$1.5B · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410746749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.