Plan Ledger DOL Form 5500 · updated monthly

Crivello, Nichols & Hall, S.C.401(k)

CRIVELLO, NICHOLS & HALL, S.C. 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Crivello, Nichols & Hall, S.C. reported $50,747 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,534 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 has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 810th-largest of 1,936 plans among Wisconsin employers on file, and the 5,212th of 11,654 in professional & technical services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,948,015
Participants with balances130
Active participants110
Employer contributions$498,752
Employee contributions$713,871
Employer contribution per active participant$4,534
Average account balance$168,831
Benefits paid to participants$1,452,828
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$21.9M · 130 accts · $499K emplr
2023$19.2M · 135 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,140
Investment management$47,607
Total administrative$50,747
The Crivello, Nichols & Hall, S.C. 401(k) match · 2024
Employer contribution per active participant$4,534
Median for plans this size$2,416
2024$4,534 per active participant
2023$8,711 per active participant

Crivello, Nichols & Hall, S.C.'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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$50,747

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history2
2024$50,747 · 0.25%
2023$41,523 · 0.24%
Similar plansProfessional & Technical Services · Wisconsin
Fcdg Management LLC WI$24.7M · 0.41%
Axim Geospatial, LLC WI$23.2M · 0.14%
Slipstream Group, Inc. WI$22.2M · 0.40%
A.B. Data, LTD. WI$22.2M · 0.01%
Afry USA LLC WI$19.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391656203 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.