What are the fees in the Ywca of Minneapolis 403(b) plan?

For plan year 2024, Ywca of Minneapolis reported $275 in plan administrative expenses, or 0.20% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Ywca of Minneapolis 401(k)?

The average participant account balance was $952 for plan year 2024, based on 142 accounts.

Ywca of Minneapolis403(b)

Name: Ywca of Minneapolis 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

YWCA OF MINNEAPOLIS 403(B) PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024

0.20%

Ywca of Minneapolis reported $275 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,907th of 1,918), and 11,737th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$135,113
Participants with balances142
Active participants147
Employer contributions—
Employee contributions$134,140
Employer contribution per active participant—
Average account balance$952
Benefits paid to participants$1,311
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARSONALLEN LLP

Administrative expenses, itemized · 2024

Recordkeeping & contract admin$150

Investment management$125

Total administrative$275

What these fees cost you

Your balance

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 · 20241

THE VANGUARD GROUP, INC. · Recordkeeping$150

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

Administrative cost history1

2024$275 · 0.20%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 410693891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.