Plan Ledger DOL Form 5500 · updated monthly

Cost of Wisconsin, Inc.401(k)

COST OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN · JACKSON, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Cost of Wisconsin, Inc. reported $54,441 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $517 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 0.35% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,108th of 1,936), and the 2,615th of 5,337 in construction. In 2024, employees put in $9.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,729,548
Participants with balances200
Active participants160
Employer contributions$82,743
Employee contributions$804,779
Employer contribution per active participant$517
Average account balance$68,648
Benefits paid to participants$2,039,028
Plan auditUnmodified (clean) audit opinion
AuditorJANKINS JABLONSKI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 200 accts · $83K emplr
2023$13.3M · 245 accts · $103K emplr
2022$10.2M · 180 accts · $69K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,142
Investment management$3,699
Audit (IQPA)$7,600
Total administrative$54,441
The Cost of Wisconsin, Inc. 401(k) match · 2024
Employer contribution per active participant$517
Median for plans this size$2,416
2024$517 per active participant
2023$494 per active participant
2022$445 per active participant

Cost of Wisconsin, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$43,142
JANKINS JABLONSKI LLC · Accounting / audit$7,600
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$54,441 · 0.40%
2023$37,444 · 0.32%
2022$34,987 · 0.35%
Same employer
Similar plansConstruction · Wisconsin
Trachte, LLC WI$15.2M · 0.42%
Pember Companies, Inc. WI$14.8M · 0.60%
K-W Electric, Inc. WI$14.2M · 0.39%
Holton Brothers, Inc. WI$12.5M · 0.37%
Musson Bros., Inc. WI$12.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391089478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.