Plan Ledger DOL Form 5500 · updated monthly

Haldeman-Homme Holdings, Inc.401(k)

HALDEMAN-HOMME 401(K) PLAN · MINNEAPOLIS, MN · plan year 2023

Reported admin expense ratio · 2023
1.27%

Haldeman-Homme Holdings, Inc. reported $19,027 in plan administrative expenses for 2023: 1.27% of average plan assets, higher than ~90% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Minnesota (1,757th of 1,918), and 1,774th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$2,575,773
Participants with balances237
Active participants299
Employer contributions—
Employee contributions$1,336,563
Employer contribution per active participant—
Average account balance$10,868
Benefits paid to participants$24,143
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI & COMPANY, PSC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,027
Total administrative$19,027
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 · 20232
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$10,915
VALMARK ADVISERS, INC. · Investment management$8,112

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

Administrative cost history1
2023$19,027 · 1.27%
Same employer
Similar plansReal Estate & Leasing · Minnesota
Lang Nelson & Associates MN$3.7M · 0.08%
Doran Management, LLC MN$3.0M · 0.69%
Trellis Management Co. MN$2.6M · 0.07%
Lloyd Management, Inc. MN$2.0M · 0.10%
Paramark Corp. MN$1.8M · 2.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843006919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.