Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of Iupat Dc 7 Supplemental 401K Retirement Fund401(k)

IUPAT DC 7 SUPPLEMENTAL 401K RETIREMENT FUND · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
1.44%

Board of Trustees of Iupat Dc 7 Supplemental 401K Retirement Fund reported $2,741 in plan administrative expenses for 2024: 1.44% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,929th of 1,936), and 5,297th of 5,337 in construction.

Plan summary
Net assets, end of year$190,034
Participants with balances38
Active participants38
Employer contributions—
Employee contributions$51,474
Employer contribution per active participant—
Average account balance$5,001
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$858
Trustee / custodial$1,883
Total administrative$2,741
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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$858

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

Administrative cost history1
2024$2,741 · 1.44%
Similar plansConstruction · Wisconsin
Holtz Builders, Inc. WI$2.4M · 0.50%
Craftmaster Painting, LLC WI$976K · 0.16%
Mwg Holdings Group Inc. CA$207K · 0.19%
Production Framing, Inc. CA$205K · 4.35%
D.H. Smith Company, Inc. CA$204K · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 992990151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.