Plan Ledger DOL Form 5500 · updated monthly

Axley Brynelson, LLP401(k)

AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Axley Brynelson, LLP reported $82,918 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $16,502 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 2 years on file its reported administrative ratio fell from 0.11% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 242nd-largest of 1,936 plans among Wisconsin employers on file, and the 1,631st of 11,654 in professional & technical services. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has grown from 96 to 114 since 2022.

Plan summary
Net assets, end of year$92,028,414
Participants with balances151
Active participants114
Employer contributions$1,881,245
Employee contributions$1,409,409
Employer contribution per active participant$16,502
Average account balance$609,460
Benefits paid to participants$3,303,062
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$92.0M · 151 accts · $1.9M emplr
2023$82.3M · 152 accts · $1.8M emplr
2022$73.7M · 144 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,251
Investment management$20,625
Audit (IQPA)$10,042
Total administrative$82,918
The Axley Brynelson, LLP 401(k) match · 2024
Employer contribution per active participant$16,502
Median for plans this size$3,635
2024$16,502 per active participant
2023$16,631 per active participant
2022$17,622 per active participant

Axley Brynelson, LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Participant communication$52,251
ALPHA INVESTMENT CONSULTING GROUP · Investment advisory (plan)$20,625
CLIFTONLARSONALLEN LLP · Accounting / audit$10,042

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$82,918 · 0.10%
2023$58,109 · 0.07%
2022$91,914 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
4IMPRINT, Inc. WI$105.2M · 0.00%
Excel Engineering, Inc. WI$80.5M · 0.00%
Ayres Associates Inc. WI$80.3M · 0.08%
Graef-Usa Inc. WI$77.8M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390804160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.