Plan Ledger DOL Form 5500 · updated monthly

Short-Elliott-Hendrickson, Inc.401(k)

SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN · ST PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Short-Elliott-Hendrickson, Inc. reported $2,087 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,480 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 0.03% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 153rd-largest of 1,918 plans among Minnesota employers on file, and the 746th of 11,654 in professional & technical services. In 2024, employees put in $7.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$216,881,940
Participants with balances1,192
Active participants929
Employer contributions$1,374,832
Employee contributions$10,754,114
Employer contribution per active participant$1,480
Average account balance$181,948
Benefits paid to participants$23,037,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$216.9M · 1,192 accts · $1.4M emplr
2023$196.2M · 1,229 accts · $1.4M emplr
2022$168.2M · 1,184 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$88,343
Total administrative$2,087
The Short-Elliott-Hendrickson, Inc. 401(k) match · 2024
Employer contribution per active participant$1,480
Median for plans this size$3,635
2024$1,480 per active participant
2023$1,455 per active participant
2022$1,330 per active participant

Short-Elliott-Hendrickson, Inc.'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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$56,843
INTELLICENTS INVEST SOLUTIONS INC · Investment advisory (plan)$31,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$2,087 · 0.00%
2023$28,988 · 0.02%
2022$46,688 · 0.03%
All plans at this employer2
SHORT-ELLIOTT-HENDRICKSON, INC. PROFIT SHARING AND 401(K) PLAN401(k)
SHORT-ELLIOTT-HENDRICKSON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 411251208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.