Plan Ledger DOL Form 5500 · updated monthly

Crabel Capital Management, LLC401(k)

CRABEL CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Crabel Capital Management, LLC reported $44,226 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,128 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 0.14% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 442nd-largest of 1,936 plans among Wisconsin employers on file, and the 1,767th of 4,798 in finance & insurance. In 2024, employees put in $3.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,537,522
Participants with balances138
Active participants98
Employer contributions$502,561
Employee contributions$1,686,679
Employer contribution per active participant$5,128
Average account balance$337,228
Benefits paid to participants$1,086,394
Plan auditUnmodified (clean) audit opinion
AuditorSCRIBNER, COHEN AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$46.5M · 138 accts · $503K emplr
2023$39.5M · 147 accts · $1.4M emplr
2022$30.5M · 136 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,226
Audit (IQPA)$14,000
Total administrative$44,226
The Crabel Capital Management, LLC 401(k) match · 2024
Employer contribution per active participant$5,128
Median for plans this size$2,416
2024$5,128 per active participant
2023$13,179 per active participant
2022$10,778 per active participant

Crabel Capital Management, LLC's 2024 employer contribution ran above the $2,416 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
SCRIBNER COHEN AND COMPANY SC · Accounting / audit$14,000

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$44,226 · 0.10%
2023$24,350 · 0.07%
2022$44,811 · 0.14%
Similar plansFinance & Insurance · Wisconsin
Connexus Credit Union WI$54.0M · 0.32%
North Shore Bank, Fsb WI$53.6M · 0.17%
Horicon Bank WI$46.6M · 0.30%
Trust Point Inc WI$44.9M · 0.04%
Woodtrust Bank WI$44.2M · 0.04%
Tricor, LLC WI$42.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391903915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.