Plan Ledger DOL Form 5500 · updated monthly

Hellmuth & Johnson, PLLC401(k)

HELLMUTH & JOHNSON, PLLC 401K PLAN · EDINA, MN · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Hellmuth & Johnson, PLLC reported $62,130 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $4,565 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 0.37% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 821st-largest of 1,918 plans among Minnesota employers on file, and the 5,040th of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,094,275
Participants with balances129
Active participants105
Employer contributions$479,331
Employee contributions$1,138,390
Employer contribution per active participant$4,565
Average account balance$179,025
Benefits paid to participants$621,298
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 129 accts · $479K emplr
2023$19.1M · 129 accts · $295K emplr
2022$15.2M · 123 accts · $290K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,893
Investment management$22,237
Total administrative$62,130
The Hellmuth & Johnson, PLLC 401(k) match · 2024
Employer contribution per active participant$4,565
Median for plans this size$2,416
2024$4,565 per active participant
2023$2,518 per active participant
2022$2,734 per active participant

Hellmuth & Johnson, PLLC'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 · 20243
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$15,995
DWC ERISA CONSULTANTS LLC · Contract administrator$23,898
SECURITIES AMERICA, INC · Investment advisory (plan)$22,237

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$62,130 · 0.29%
2023$52,279 · 0.30%
2022$61,397 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Minnesota
Alliant Engineering, Inc. MN$24.1M · 0.31%
Shl US LLC MN$24.0M · 0.19%
Sopheon Corporation MN$21.4M · 0.40%
Tempworks Software, Inc. MN$20.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411991386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.