Plan Ledger DOL Form 5500 · updated monthly

Ellie Family Services, Pllp401(k)

ELLIE MENTAL HEALTH 401K PLAN · MENDOTA HEIGHTS, MN · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Ellie Family Services, Pllp reported $49,863 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $2,212 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 0.08% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,384th of 1,918), and 6,271st of 11,911 in health care & social assistance. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 131 to 474 since 2022.

Plan summary
Net assets, end of year$8,432,107
Participants with balances412
Active participants474
Employer contributions$1,048,588
Employee contributions$2,041,244
Employer contribution per active participant$2,212
Average account balance$20,466
Benefits paid to participants$789,326
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 412 accts · $1.0M emplr
2023$4.7M · 330 accts · $745K emplr
2022$1.8M · 124 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,435
Investment management$20,428
Total administrative$49,863
The Ellie Family Services, Pllp 401(k) match · 2024
Employer contribution per active participant$2,212
Median for plans this size$1,313
2024$2,212 per active participant
2023$1,363 per active participant
2022$1,411 per active participant

Ellie Family Services, Pllp's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,435
MMA SECURITIES · Investment advisory (plan)$19,196

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$49,863 · 0.76%
2023$8,935 · 0.27%
2022$1,350 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Tubman MN$8.8M · 0.05%
Alluma, Inc. MN$8.2M · 0.55%
Jones-Harrison Residence MN$8.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473503652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.