Plan Ledger DOL Form 5500 · updated monthly

Presbyterian Homes and Services403(b)

PRESBYTERIAN HOMES AND SERVICES TAX DEFERRED ANNUITY PLAN · ROSEVILLE, MN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Presbyterian Homes and Services reported $9,446 in plan administrative expenses for 2024: 0.01% 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.

Across the 2 years on file its reported administrative ratio fell from 0.012% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 235th-largest of 1,918 plans among Minnesota employers on file, and the 924th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$121,840,109
Participants with balances3,242
Active participants7,930
Employer contributions$0
Employee contributions$10,463,059
Employer contribution per active participant$0
Average account balance$37,582
Benefits paid to participants$8,414,257
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$121.8M · 3,242 accts
2023$103.8M · 3,110 accts
2022$86.6M · 3,294 accts · $16K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,446
Total administrative$9,446
Employer contributions to the Presbyterian Homes and Services plan · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Presbyterian Homes and Services's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$9,251
LINCOLN NATIONAL CORPORATION · Contract administrator$175
CBIZ INVESTMENT ADVISORY SERVICES · Investment managementindirect comp
CLIFTONLARSONALLEN LLP · Accounting / auditindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$9,446 · 0.01%
2023$11,978 · 0.01%
2022$11,712 · 0.01%
All plans at this employer2
PRESBYTERIAN HOMES AND SERVICES EMPLOYEES RETIREMENT SAVINGS AND INVESTMENT PLANMoney purchase plan
PRESBYTERIAN HOMES AND SERVICES TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Pdg, P.A. MN$137.6M · 0.11%
Cassia MN$128.2M · 0.12%
Blaze Health, LLC MN$118.5M · 0.09%
Lakeview Clinic, LTD MN$106.1M · 0.30%
Winona Health Services MN$96.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410758756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.