Plan Ledger DOL Form 5500 · updated monthly

Attic Angel Association401(k)

ATTIC ANGEL ASSOCIATION 401(K) RETIREMENT PLAN · MIDDLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Attic Angel Association reported $68,178 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,212 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 has held roughly steady near 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,378th of 1,936), and 6,256th of 11,911 in health care & social assistance. In 2024, employees put in $3.22 for every $1.00 the employer contributed; active participation has shrunk from 226 to 189 since 2022.

Plan summary
Net assets, end of year$8,458,823
Participants with balances274
Active participants189
Employer contributions$229,150
Employee contributions$738,469
Employer contribution per active participant$1,212
Average account balance$30,872
Benefits paid to participants$1,299,074
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 274 accts · $229K emplr
2023$7.9M · 268 accts · $195K emplr
2022$7.0M · 263 accts · $218K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,498
Investment management$19,680
Total administrative$68,178
The Attic Angel Association 401(k) match · 2024
Employer contribution per active participant$1,212
Median for plans this size$1,313
2024$1,212 per active participant
2023$1,078 per active participant
2022$967 per active participant

Attic Angel Association's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$48,494
ROBERT W. BAIRD & CO. INC. · Investment advisory (plan)$19,680

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,178 · 0.83%
2023$59,605 · 0.80%
2022$64,718 · 0.87%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Mj Care, Inc. WI$8.7M · 0.06%
Advocap, Inc. WI$8.7M · 0.45%
Clinicare Corporation WI$8.5M · 0.76%
Hunger Task Force, Inc. WI$8.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390854841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.