Plan Ledger DOL Form 5500 · updated monthly

Badger Utility Holdings, LLC401(k)

BADGER UTILITY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Badger Utility Holdings, LLC reported $41,293 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,394 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 rose from 0.11% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (998th of 1,936), and the 6,741st of 13,661 in manufacturing. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,240,128
Participants with balances190
Active participants163
Employer contributions$390,182
Employee contributions$867,608
Employer contribution per active participant$2,394
Average account balance$85,474
Benefits paid to participants$1,798,231
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 190 accts · $390K emplr
2023$14.8M · 193 accts · $536K emplr
2022$12.5M · 191 accts · $545K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,012
Investment management$36,281
Total administrative$41,293
The Badger Utility Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,394
Median for plans this size$2,416
2024$2,394 per active participant
2023$3,286 per active participant
2022$3,227 per active participant

Badger Utility Holdings, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$41,293

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$41,293 · 0.27%
2023$26,737 · 0.20%
2022$14,896 · 0.11%
Same employer
Similar plansManufacturing · Wisconsin
E.K. Machine Company, Inc. WI$16.7M · 0.41%
Carma Laboratories, Inc. WI$16.4M · 0.46%
Weldall Mfg., Inc. WI$16.3M · 0.23%
Latitude Corp. WI$16.2M · 0.39%
Power Test, Inc. WI$16.2M · 0.42%
Zenar Corporation WI$16.1M · 0.23%
Kcs International, Inc. WI$16.0M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 473239666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.