Plan Ledger DOL Form 5500 · updated monthly

Haldeman Homme Holdings, Inc.ESOP

HALDEMAN HOMME EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Haldeman Homme Holdings, Inc. reported $8,015 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,905 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 1 year on file its reported administrative ratio fell from 0.014% to 0.012%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other construction employers. By assets it is the 393rd-largest of 1,918 plans among Minnesota employers on file, and the 855th of 5,337 in construction.

Plan summary
Net assets, end of year$66,903,914
Participants with balances437
Active participants301
Employer contributions$4,185,339
Employee contributions—
Employer contribution per active participant$13,905
Average account balance$153,098
Benefits paid to participants$7,151,556
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI & COMPANY, PSC
Plan history2
Yearassets · accounts · employer contribution
2023$66.9M · 437 accts · $4.2M emplr
2022$64.4M · 407 accts · $4.8M emplr
Employer contributions to the Haldeman Homme Holdings, Inc. plan · 2023
Employer contribution per active participant$13,905
Median for plans this size$3,659
2023$13,905 per active participant
2022$15,589 per active participant

Haldeman Homme Holdings, Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
BOULAY PLLP · Investment advisory (participants)$8,000

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

Administrative cost history2
2023$8,015 · 0.01%
2022$8,000 · 0.01%
Similar plansConstruction · Minnesota
Veit & Company, Inc. MN$73.3M · 0.20%
Egan Company MN$71.0M · 0.13%
Loffler Companies, Inc. MN$60.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410733913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.