Plan Ledger DOL Form 5500 · updated monthly

Construction Resources Management, Inc.401(k)

WALBEC GROUP RETIREMENT PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Construction Resources Management, Inc. reported $117,392 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $9,315 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 fell from 0.10% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 145th-largest of 1,936 plans among Wisconsin employers on file, and the 887th of 11,654 in professional & technical services. In 2024, the employer put in $1.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$180,444,472
Participants with balances935
Active participants744
Employer contributions$6,930,505
Employee contributions$4,338,438
Employer contribution per active participant$9,315
Average account balance$192,989
Benefits paid to participants$7,780,213
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$180.4M · 935 accts · $6.9M emplr
2023$158.0M · 894 accts · $6.3M emplr
2022$145.9M · 823 accts · $6.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,392
Total administrative$117,392
The Construction Resources Management, Inc. 401(k) match · 2024
Employer contribution per active participant$9,315
Median for plans this size$3,635
2024$9,315 per active participant
2023$8,980 per active participant
2022$8,738 per active participant

Construction Resources Management, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$117,392
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$117,392 · 0.07%
2023$107,950 · 0.07%
2022$163,753 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Mead & Hunt, Inc. WI$236.6M · 0.15%
Strand Associates, Inc. WI$198.7M · 0.61%
Foth & van Dyke, LLC WI$177.8M · 0.11%
Johnson Outdoors Inc. WI$173.1M · 0.13%
Von Briesen & Roper, S.C. WI$171.2M · 0.07%
Dewitt LLP WI$145.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391542489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.