Plan Ledger DOL Form 5500 · updated monthly

Tasks Unlimited Building ServicesProfit-sharing plan

401(A) PLAN OF TASKS UNLIMITED BUILDING SERVICES · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Tasks Unlimited Building Services reported $60,819 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $5,065 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 3 years on file its reported administrative ratio has held roughly steady near 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,391st of 1,918), and 6,297th of 11,911 in health care & social assistance. active participation has shrunk from 195 to 125 since 2022.

Plan summary
Net assets, end of year$8,374,425
Participants with balances312
Active participants125
Employer contributions$633,143
Employee contributions—
Employer contribution per active participant$5,065
Average account balance$26,841
Benefits paid to participants$989,650
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 312 accts · $633K emplr
2023$8.0M · 303 accts · $583K emplr
2022$7.7M · 303 accts · $632K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,344
Total administrative$60,819
Employer contributions to the Tasks Unlimited Building Services plan · 2024
Employer contribution per active participant$5,065
Median for plans this size$1,313
2024$5,065 per active participant
2023$4,551 per active participant
2022$3,240 per active participant

Tasks Unlimited Building Services's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
EISNER ADVISORY GROUP LLC · Recordkeeping$11,970
LINCOLN NATIONAL CORPORATION · Contract administrator$58,749
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$24,121

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

Recordkeeper by year2
2024EISNER ADVISORY GROUP LLC
2023EISNER ADVISORY GROUP LLC

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

Administrative cost history3
2024$60,819 · 0.74%
2023$58,454 · 0.74%
2022$60,459 · 0.72%
All plans at this employer2
403(B) PLAN OF TASKS UNLIMITED BUILDING SERVICES403(b)
401(A) PLAN OF TASKS UNLIMITED BUILDING SERVICESProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Tubman MN$8.8M · 0.05%
Alluma, Inc. MN$8.2M · 0.55%
Jones-Harrison Residence MN$8.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411518696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.