Plan Ledger DOL Form 5500 · updated monthly

Corix Infrastructure (US), Inc.401(k)

THE CORIX AFFILIATED COMPANIES (US) 401(K) PLAN · WAUWATOSA, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Corix Infrastructure (US), Inc. reported $279,880 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,360 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 rose from 0.17% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other utilities employers. By assets it is the 267th-largest of 1,936 plans among Wisconsin employers on file, and the 140th of 412 in utilities. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$84,316,868
Participants with balances948
Active participants650
Employer contributions$3,483,978
Employee contributions$3,543,172
Employer contribution per active participant$5,360
Average account balance$88,942
Benefits paid to participants$5,659,560
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$84.3M · 948 accts · $3.5M emplr
2023$79.7M · 961 accts · $3.2M emplr
2022$72.9M · 972 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$166,665
Investment management$99,819
Audit (IQPA)$2,679
Total administrative$279,880
The Corix Infrastructure (US), Inc. 401(k) match · 2024
Employer contribution per active participant$5,360
Median for plans this size$3,635
2024$5,360 per active participant
2023$5,032 per active participant
2022$4,735 per active participant

Corix Infrastructure (US), Inc.'s 2024 employer contribution ran above the $3,635 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
JPMORGAN INVEST HOLDINGS LLC$130,990
BENSLER LLC · Investment advisory (plan)$99,819
EMPOWER ADVISORY GROUP, LLC · Investment management$38,292

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

Administrative cost history4
2025Not separately reported
2024$279,880 · 0.34%
2023$134,286 · 0.18%
2022$132,704 · 0.17%
Similar plansUtilities · Wisconsin
Wec Energy Group, Inc. WI$2.2B · 0.04%
Atc Management Inc WI$206.4M · 0.08%
Ecm Industries, LLC WI$48.0M · 0.25%
Total Mechanical, Inc. WI$17.5M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371842397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.