Plan Ledger DOL Form 5500 · updated monthly

Advocap, Inc.401(k)

ADVOCAP, INC. RETIREMENT PLAN · FOND DU LAC, WI · plan year 2025

Reported admin expense ratio · 2025
0.45%

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

Advocap, Inc. reported $37,267 in plan administrative expenses for 2025: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,719 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 rose from 0.40% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,367th of 1,936), and 6,185th of 11,911 in health care & social assistance. In 2025, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,661,325
Participants with balances238
Active participants148
Employer contributions$254,472
Employee contributions$317,823
Employer contribution per active participant$1,719
Average account balance$36,392
Benefits paid to participants$1,112,436
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS LLC
Plan history4
Yearassets · accounts · employer contribution
2025$8.7M · 238 accts · $254K emplr
2024$8.0M · 217 accts · $254K emplr
2023$7.3M · 195 accts · $245K emplr
2022$6.5M · 232 accts · $239K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,267
Total administrative$37,267
The Advocap, Inc. 401(k) match · 2025
Employer contribution per active participant$1,719
Median for plans this size$1,464
2025$1,719 per active participant
2024$1,609 per active participant
2023$1,642 per active participant
2022$1,474 per active participant

Advocap, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size. 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 · 20253
BLUE CHIP RETIREMENT PLANS, INC.$9,500
HONOR TOWNSEND & KENT LLCindirect 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$37,267 · 0.45%
2024$32,498 · 0.43%
2023$31,538 · 0.46%
2022$28,157 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Cap Services, Inc. WI$8.7M · 0.69%
Mj Care, Inc. WI$8.7M · 0.06%
Clinicare Corporation WI$8.5M · 0.76%
Attic Angel Association WI$8.5M · 0.83%
Hunger Task Force, Inc. WI$8.3M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391053365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.