Retirement plan

MAIRS & POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: MAIRS & POWER, INC. - MAIRS & POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: MAIRS & POWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAIRS & POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST, MAIRS & POWER, INC.

MAIRS & POWER, INC.EIN 41-0844499Plan #001PY 2025

30 EAST 7TH STREET, SUITE 2500 - SAINT PAUL, MN 551011363651-222-8478mairsandpower.comLinkedIn11-50 employeesinvestment management

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$28.2M

+6.4% from 2024

Total participants

+19.1% from 2024

Average account balance

$503,827

-10.7% from 2024

Annual return

8.25%

-6.62 pp from 2024

Benchmarks

See 4,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort4,989 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$28.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$504K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$54K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$55303

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.1M

$64521 / participant

Other / not subdivided$3M100.0%

% of EOY assets

10.977%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$503,827

$146,267+244.5%

$197,124+155.6%

$82,448+511.1%

Participation rate

100.0%

84.0%+16.0pp

86.7%+13.3pp

68.1%+31.9pp

Annual return

8.25%

29.61%-21.4pp

44.34%-36.1pp

41.64%-33.4pp

Employer contribution / active EE

$45,754

$4,723+868.7%

$6,227+634.7%

$2,551+1693.6%

Participant deferral / active EE

$8,281

$7,035+17.7%

$9,135-9.3%

$4,139+100.0%

Admin fee / account holder

$55,303

$14,422+283.5%

$16,298+239.3%

$7,234+664.5%

MAIRS & POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAIRS & POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion