Plan Ledger DOL Form 5500 · updated monthly

Capitol-Husting Company Inc.401(k)

CAPITOL-HUSTING COMPANY INC. SAVINGS AND RETIREMENT PLAN AND TRUST · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Capitol-Husting Company Inc. reported $67,868 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,975 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 3 years on file its reported administrative ratio has held roughly steady near 0.323%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 796th-largest of 1,936 plans among Wisconsin employers on file, and the 1,721st of 4,246 in wholesale trade. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 158 to 179 since 2022.

Plan summary
Net assets, end of year$22,488,388
Participants with balances218
Active participants179
Employer contributions$532,470
Employee contributions$904,337
Employer contribution per active participant$2,975
Average account balance$103,158
Benefits paid to participants$736,118
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 218 accts · $532K emplr
2023$19.5M · 199 accts · $505K emplr
2022$16.7M · 203 accts · $479K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,083
Investment management$21,785
Total administrative$67,868
The Capitol-Husting Company Inc. 401(k) match · 2024
Employer contribution per active participant$2,975
Median for plans this size$2,416
2024$2,975 per active participant
2023$3,119 per active participant
2022$3,032 per active participant

Capitol-Husting Company 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 · 20243
DENALI WEALTH MANAGEMENT · Investment advisory (plan)$20,471
BLUE CHIP RETIREMENT PLANS, INC. · Contract administrator$3,375

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$67,868 · 0.32%
2023$58,454 · 0.32%
2022$57,281 · 0.32%
Same employer
Similar plansWholesale Trade · Wisconsin
The Delong Co Inc WI$23.2M · 0.39%
Premier Cooperative WI$23.1M · 0.38%
Fairchild Equipment, Inc. WI$22.8M · 0.35%
Johnson Tractor Inc WI$22.3M · 0.23%
Naviant, LLC. WI$21.7M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390363870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.