Plan Ledger DOL Form 5500 · updated monthly

Tasks Unlimited, Inc.403(b)

403(B) PLAN OF TASKS UNLIMITED, INC. · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Tasks Unlimited, Inc. reported $25,411 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,646 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 0.53% to 0.57%. 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 (1,609th of 1,918), and 8,055th of 11,911 in health care & social assistance. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has shrunk from 89 to 69 since 2022.

Plan summary
Net assets, end of year$4,741,272
Participants with balances145
Active participants69
Employer contributions$182,600
Employee contributions$182,101
Employer contribution per active participant$2,646
Average account balance$32,698
Benefits paid to participants$312,788
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 145 accts · $183K emplr
2023$4.2M · 132 accts · $159K emplr
2022$3.8M · 134 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,411
Total administrative$25,411
The Tasks Unlimited, Inc. 401(k) match · 2024
Employer contribution per active participant$2,646
Median for plans this size$1,313
2024$2,646 per active participant
2023$2,642 per active participant
2022$1,705 per active participant

Tasks Unlimited, Inc.'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$5,871
LINCOLN NATIONAL CORPORATION · Contract administrator$23,563
SAGEVIEW ADVISORY GROUP · Investment advisory (participants)$9,641

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$25,411 · 0.57%
2023$23,366 · 0.58%
2022$23,205 · 0.53%
Similar plansHealth Care & Social Assistance · Minnesota
Accra Care MN$5.0M · 0.06%
Jeremiah Program MN$4.6M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237087205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.