Plan Ledger DOL Form 5500 · updated monthly

Birdsall Voss & Assc, Inc.401(k)

BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Birdsall Voss & Assc, Inc. reported $6,512 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,543 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 612th-largest of 1,936 plans among Wisconsin employers on file, and the 4,033rd of 11,654 in professional & technical services. In 2024, employees put in $4.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,281,682
Participants with balances239
Active participants154
Employer contributions$391,690
Employee contributions$1,698,811
Employer contribution per active participant$2,543
Average account balance$130,886
Benefits paid to participants$4,097,424
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 239 accts · $392K emplr
2023$29.2M · 249 accts · $425K emplr
2022$29.1M · 246 accts · $392K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,569
Investment management$2,943
Total administrative$6,512
The Birdsall Voss & Assc, Inc. 401(k) match · 2024
Employer contribution per active participant$2,543
Median for plans this size$2,416
2024$2,543 per active participant
2023$2,639 per active participant
2022$2,513 per active participant

Birdsall Voss & Assc, Inc.'s 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,644

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$6,512 · 0.02%
2023$6,003 · 0.02%
2022$4,654 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Hawkins Ash Cpas, LLP WI$34.1M · 0.26%
Vrakas Sc WI$33.7M · 0.03%
Wegner Cpas, LLP WI$32.2M · 0.39%
Baisch Engineering Inc. WI$30.4M · 0.30%
Suburban Enterprises, Inc. WI$30.1M · 0.42%
Hammes Company LLC WI$29.9M · 0.01%
Laughlin / Constable, Inc. WI$29.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391488409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.