Plan Ledger DOL Form 5500 · updated monthly

Craig-Hallum Capital Group LLC401(k)

CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Craig-Hallum Capital Group LLC reported $3,517 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,989 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 0.02% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 480th-largest of 1,918 plans among Minnesota employers on file, and the 1,608th of 4,798 in finance & insurance. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,161,817
Participants with balances116
Active participants88
Employer contributions$615,025
Employee contributions$1,352,381
Employer contribution per active participant$6,989
Average account balance$449,671
Benefits paid to participants$1,296,105
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.2M · 116 accts · $615K emplr
2023$44.0M · 119 accts · $584K emplr
2022$37.1M · 118 accts · $581K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$225
Investment management$3,292
Total administrative$3,517
The Craig-Hallum Capital Group LLC 401(k) match · 2024
Employer contribution per active participant$6,989
Median for plans this size$2,416
2024$6,989 per active participant
2023$6,490 per active participant
2022$6,390 per active participant

Craig-Hallum Capital Group LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
CHARLES SCHWAB & CO., INC. · Securities brokerage$3,166

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$3,517 · 0.01%
2023$3,069 · 0.01%
2022$8,810 · 0.02%
Similar plansFinance & Insurance · Minnesota
Think Mutual Bank MN$64.8M · 0.00%
Varde Management, L.P. MN$59.2M · 0.09%
Spire Credit Union MN$59.1M · 0.28%
Bms Intermediaries, Inc. MN$47.5M · 0.12%
Stratacor MN$44.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043672881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.