Plan Ledger DOL Form 5500 · updated monthly

Hollstadt & Associates, Inc.401(k)

HOLLSTADT CONSULTING RETIREMENT SAVINGS PLAN · EAGAN, MN · plan year 2025

Reported admin expense ratio · 2025
0.36%

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

Hollstadt & Associates, Inc. reported $53,024 in plan administrative expenses for 2025: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,750 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 4 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Minnesota (1,056th of 1,918), and 6,481st of 11,654 in professional & technical services. In 2025, employees put in $3.72 for every $1.00 the employer contributed; active participation has shrunk from 101 to 82 since 2022.

Plan summary
Net assets, end of year$15,411,212
Participants with balances136
Active participants82
Employer contributions$143,504
Employee contributions$533,918
Employer contribution per active participant$1,750
Average account balance$113,318
Benefits paid to participants$1,522,799
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.4M · 136 accts · $144K emplr
2024$14.2M · 145 accts · $140K emplr
2023$14.5M · 182 accts · $208K emplr
2022$12.2M · 189 accts · $252K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,024
Total administrative$53,024
The Hollstadt & Associates, Inc. 401(k) match · 2025
Employer contribution per active participant$1,750
Median for plans this size$2,666
2025$1,750 per active participant
2024$2,029 per active participant
2023$2,168 per active participant
2022$2,500 per active participant

Hollstadt & Associates, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$22,324
RBC CAPITAL MARKETS, LLC · Investment advisory (plan)$48,420

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

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

Administrative cost history4
2025$53,024 · 0.36%
2024$55,459 · 0.39%
2023$50,661 · 0.38%
2022$46,816 · 0.35%
Same employer
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Knock, Inc. MN$16.7M · 0.34%
Inergex, LLC dba Crossfuze MN$16.7M · 0.42%
Outsell Corporation MN$15.5M · 0.02%
Ecapital Advisors, LLC MN$15.4M · 0.01%
Ema Group, Inc. MN$14.4M · 0.02%
Gislason & Hunter LLP MN$14.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411673112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.