Plan Ledger DOL Form 5500 · updated monthly

Self Esteem Brands, LLC401(k)

SELF ESTEEM BRANDS, LLC 401(K) PLAN · WOODBURY, 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

Self Esteem Brands, LLC reported $105,842 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,817 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 rose from 0.24% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 577th-largest of 1,918 plans among Minnesota employers on file, and the 251st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,797,594
Participants with balances698
Active participants469
Employer contributions$1,790,008
Employee contributions$3,680,447
Employer contribution per active participant$3,817
Average account balance$57,017
Benefits paid to participants$2,318,352
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 698 accts · $1.8M emplr
2023$32.2M · 665 accts · $1.6M emplr
2022$24.6M · 661 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,268
Investment management$41,574
Total administrative$105,842
The Self Esteem Brands, LLC 401(k) match · 2024
Employer contribution per active participant$3,817
Median for plans this size$2,416
2024$3,817 per active participant
2023$3,384 per active participant
2022$3,041 per active participant

Self Esteem Brands, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$41,574

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

Administrative cost history3
2024$105,842 · 0.29%
2023$89,369 · 0.31%
2022$62,477 · 0.24%
Same employer
Similar plansArts, Entertainment & Recreation · Minnesota
Moac Mall Holdings LLC MN$62.6M · 0.30%
Plus One Holdings, Inc. MN$33.7M · 0.06%
Walker Art Center MN$31.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464811201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.