Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of the Plumbers 75 401K Plan401(k)

PLUMBERS 75 401K PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.24%

Board of Trustees of the Plumbers 75 401K Plan reported $150,521 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. 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 0.19% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 330th-largest of 1,936 plans among Wisconsin employers on file, and the 860th of 5,337 in construction.

Plan summary
Net assets, end of year$66,186,421
Participants with balances965
Active participants1,479
Employer contributions—
Employee contributions$2,272,048
Employer contribution per active participant—
Average account balance$68,587
Benefits paid to participants$4,167,925
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.2M · 965 accts
2023$60.2M · 925 accts
2022$51.0M · 884 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,712
Investment management$50,000
Audit (IQPA)$15,198
Trustee / custodial$1,144
Total administrative$150,521
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 · 20244
STRATEGIC CAPTIAL INVESTMENT · Investment advisory (plan)$50,000
THE PREVIANT LAW FIRM S.C. · Legal$38,861
BENEFIT PLAN ADMINISTRATION OF WI · Contract administrator$26,712
SIKICH CPA LLC · Accounting / audit$14,690

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$150,521 · 0.24%
2023$114,767 · 0.21%
2022$109,342 · 0.19%
Similar plansConstruction · Wisconsin
J.H. Findorff & Son Inc. WI$97.4M · 0.22%
Bradley Corporation WI$74.4M · 0.14%
Ryan Incorporated Central WI$72.4M · 0.13%
C.R. Meyer and Sons Company WI$58.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391712806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.