Plan Ledger DOL Form 5500 · updated monthly

Best Version Media, LLC401(k)

BEST VERSION MEDIA · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Best Version Media, LLC reported $77,594 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,267 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 0.86% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Wisconsin (1,146th of 1,936), and 1,324th of 2,199 in information & media. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 176 to 247 since 2022.

Plan summary
Net assets, end of year$12,891,891
Participants with balances247
Active participants247
Employer contributions$559,932
Employee contributions$1,406,854
Employer contribution per active participant$2,267
Average account balance$52,194
Benefits paid to participants$456,951
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 247 accts · $560K emplr
2023$9.2M · 225 accts · $429K emplr
2022$6.6M · 196 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,676
Investment management$43,918
Total administrative$77,594
The Best Version Media, LLC 401(k) match · 2024
Employer contribution per active participant$2,267
Median for plans this size$2,416
2024$2,267 per active participant
2023$2,122 per active participant
2022$2,334 per active participant

Best Version Media, 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 · 20242
IFP ADVISORS LLC · Investment advisory (plan)$43,918
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,668

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

Administrative cost history3
2024$77,594 · 0.70%
2023$54,890 · 0.70%
2022$56,545 · 0.86%
Same employer
Similar plansInformation & Media · Wisconsin
Kalmbach Media Co. WI$16.0M · 0.26%
Whitelight Group Inc. WI$13.9M · 0.44%
Almon, Inc. WI$13.4M · 0.55%
Ennvee Technogroup, Inc. WI$13.1M · 0.39%
Merit Cro, Inc. WI$8.4M · 0.50%
Mid-West Management, Inc. WI$4.0M · 0.60%
The Marek Group WI$3.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208449037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.