Plan Ledger DOL Form 5500 · updated monthly

Baisch Engineering Inc.401(k)

BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN · KAUKAUNA, WI · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Baisch Engineering Inc. reported $86,488 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $7,389 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 1 year on file its reported administrative ratio fell from 0.36% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 628th-largest of 1,936 plans among Wisconsin employers on file, and the 4,131st of 11,654 in professional & technical services. In 2023, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,393,579
Participants with balances113
Active participants79
Employer contributions$583,758
Employee contributions$769,422
Employer contribution per active participant$7,389
Average account balance$268,970
Benefits paid to participants$4,433,893
Plan auditUnmodified (clean) audit opinion
AuditorKERBERROSE SC
Plan history2
Yearassets · accounts · employer contribution
2023$30.4M · 113 accts · $584K emplr
2022$28.0M · 118 accts · $938K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$86,488
Total administrative$86,488
The Baisch Engineering Inc. 401(k) match · 2023
Employer contribution per active participant$7,389
Median for plans this size$2,440
2023$7,389 per active participant
2022$10,308 per active participant

Baisch Engineering Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MORGAN STANLEY GRAYSTONE CONSULTING · Investment advisory (plan) · Investment management$50,559
ONEAMERICA RETIREMENT SERVICES · Custodial (securities) · Trustee$35,929

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

Administrative cost history2
2023$86,488 · 0.30%
2022$100,742 · 0.36%
Similar plansProfessional & Technical Services · Wisconsin
Vrakas Sc WI$33.7M · 0.03%
Wegner Cpas, LLP WI$32.2M · 0.39%
Birdsall Voss & Assc, Inc. WI$31.3M · 0.02%
Suburban Enterprises, Inc. WI$30.1M · 0.42%
Hammes Company LLC WI$29.9M · 0.01%
Laughlin / Constable, Inc. WI$29.8M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390973070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.