Plan Ledger DOL Form 5500 · updated monthly

Toltz King Duvall Anderson and Associates Incorporated401(k)

TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR 401K FLEXIBLE SAVINGS PLAN · ST PAUL, MN · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Toltz King Duvall Anderson and Associates Incorporated reported $105,754 in plan administrative expenses for 2025: 0.13% of average plan assets, above the peer median. Employer contributions averaged $2,060 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 fell from 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 309th-largest of 1,918 plans among Minnesota employers on file, and the 1,692nd of 11,654 in professional & technical services. In 2025, employees put in $5.36 for every $1.00 the employer contributed; active participation has grown from 338 to 451 since 2022.

Plan summary
Net assets, end of year$88,595,275
Participants with balances559
Active participants451
Employer contributions$928,955
Employee contributions$4,980,496
Employer contribution per active participant$2,060
Average account balance$158,489
Benefits paid to participants$3,193,439
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$88.6M · 559 accts · $929K emplr
2024$71.5M · 516 accts · $814K emplr
2023$59.0M · 473 accts · $706K emplr
2022$48.1M · 427 accts · $622K emplr
The Toltz King Duvall Anderson and Associates Incorporated 401(k) match · 2025
Employer contribution per active participant$2,060
Median for plans this size$4,093
2025$2,060 per active participant
2024$1,934 per active participant
2023$1,888 per active participant
2022$1,839 per active participant

Toltz King Duvall Anderson and Associates Incorporated's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$105,753
WILSHIRE ADVISORS · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$105,754 · 0.13%
2024$88,037 · 0.13%
2023$71,166 · 0.13%
2022$79,986 · 0.15%
All plans at this employer2
TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR 401K FLEXIBLE SAVINGS PLAN401(k)
TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 410579540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.