Plan Ledger DOL Form 5500 · updated monthly

Larry James Homes, Inc.401(k)

LARRY JAMES HOMES,INC. & AFFILIATES EMPLOYEES RETIREMENT PLAN · WASECA, MN · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Larry James Homes, Inc. reported $1,510 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,796th of 1,918), and 10,143rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,892,540
Participants with balances78
Active participants65
Employer contributions$0
Employee contributions$79,574
Employer contribution per active participant$0
Average account balance$24,263
Benefits paid to participants$37,910
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,510
Total administrative$1,510
The Larry James Homes, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Larry James Homes, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,510 · 0.07%
Similar plansHealth Care & Social Assistance · Minnesota
Merrick, Inc. MN$2.1M · 1.02%
Lorenz Clinic LLC MN$2.0M · 1.66%
Phyxius, Inc. MN$1.8M · 1.32%
Opportunity Matters, Inc. MN$1.8M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411331985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.