Employers › Starquest Securities
Recordkeeping fees per participant · Pohlad Companies Retirement Savings Plan · plan year 2024
$89.41
Higher than 90% of the 1,697 plans $250M to 1B that report it.
= $179,973 / 2,013
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250908111829NAL0019265329001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908111829NAL0019265329001, received 2025-09-08
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-08.
Administrative expenses excluding investment management, per participant
$90.15
Higher than 70% of the 2,324 plans $250M to 1B that report it.
= $181,473 / 2,013
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250908111829NAL0019265329001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908111829NAL0019265329001, received 2025-09-08
Administrative expenses per participant
$120.91
Higher than 71% of the 2,405 plans $250M to 1B that report it.
= $243,394 / 2,013
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250908111829NAL0019265329001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908111829NAL0019265329001, received 2025-09-08
Administrative expenses as a share of assets
0.066%
Higher than 45% of the 2,407 plans $250M to 1B that report it.
= $243,394 / $371,355,074
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250908111829NAL0019265329001, received 2025-09-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250908111829NAL0019265329001, received 2025-09-08
Employer contributions per participant
$5,225
Higher than 75% of the 2,457 plans $250M to 1B that report it.
= $10,517,422 / 2,013
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250908111829NAL0019265329001, received 2025-09-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908111829NAL0019265329001, received 2025-09-08
Employer share of total contributions
34.1%
Higher than 60% of the 2,459 plans $250M to 1B that report it.
= $10,517,422 / $30,802,604
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250908111829NAL0019265329001, received 2025-09-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250908111829NAL0019265329001, received 2025-09-08
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250908111829NAL0019265329001, received 2025-09-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | POHLAD COMPANIES, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Plan name | POHLAD COMPANIES RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Sponsor EIN / plan number | 37-1452807 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Sponsor location | MINNEAPOLIS, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Filing received | 2025-09-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Participants, beginning of year | 2,032 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Active participants | 1,358 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Participants, end of year | 2,026 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Participants with an account balance | 2,013 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Total assets, beginning of year | $331,111,975 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Total assets, end of year | $371,355,074 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Net assets, end of year | $371,355,074 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Total income | $75,753,642 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Net income | $39,870,034 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Employer contributions | $10,517,422 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Participant contributions | $13,821,935 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Other contributions (incl. rollovers) | $6,463,247 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Total contributions | $30,802,604 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Benefit payments | $35,638,138 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Total expenses (incl. benefit payments) | $35,883,608 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Total administrative expenses | $243,394 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Recordkeeping fees | $179,973 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Investment advisory and management fees | $61,921 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Administrative expenses excluding investment management | $181,473 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Held in common/collective trusts | $167,641,926 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Held in mutual funds | $165,197,623 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250908111829NAL0019265329001, received 2025-09-08 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250908111829NAL0019265329001, received 2025-09-08 |
Position = column in the DOL layout for form year 2024. Filing 20250908111829NAL0019265329001, received 2025-09-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $135,907 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | 26 Investment advisory (participants); 28 Investment management; 50 Direct payment from the plan | $41,733 | no |
| GALLAGHER BENEFIT SERVICES INC DBA | OTHER | 99 Other fees | $20,188 | no |
| QDRO CONSULTANTS COMPANY, LLC | OTHER | 16 Consulting (general); 50 Direct payment from the plan; 99 Other fees | $1,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250908111829NAL0019265329001, received 2025-09-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $331,111,975 | $371,355,074 | 12.2% |
| Participants with a balance | 2,000 | 2,013 | 0.6% |
| Administrative expenses | $258,265 | $243,394 | -5.8% |
| Recordkeeping fees per participant | $105.44 | $89.41 | -15.2% |
| Employer contributions | $8,563,583 | $10,517,422 | 22.8% |
Prior filing 20241009095540NAL0036663762001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: POHLAD COMPANIES, LLC; SEC registrant: Starquest Securities, LLC (CIK 1343586, matched by EIN).