Board of Trustees of the Wisconsin Sheet401(k)
WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN · WAUKESHA, WI · plan year 2024
Board of Trustees of the Wisconsin Sheet reported $245,978 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% 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 fell from 0.47% to 0.42%. 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 356th-largest of 1,936 plans among Wisconsin employers on file, and the 906th of 5,337 in construction. active participation has grown from 896 to 1,119 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 391965830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.