Plan Ledger DOL Form 5500 · updated monthly

David J. Frank Landscape Contracting, Inc.401(k)

DAVID J. FRANK LANDSCAPE CO. , INC. RETIREMENT PLAN · GERMANTOWN, WI · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

David J. Frank Landscape Contracting, Inc. reported $70,834 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $296 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 3 years on file its reported administrative ratio has held roughly steady near 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Wisconsin (1,384th of 1,936), and the 1,113th of 2,534 in administrative & support services. In 2024, employees put in $7.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,354,404
Participants with balances251
Active participants212
Employer contributions$62,704
Employee contributions$496,368
Employer contribution per active participant$296
Average account balance$33,284
Benefits paid to participants$1,149,902
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 251 accts · $63K emplr
2023$8.0M · 245 accts · $301K emplr
2022$6.9M · 231 accts · $67K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,294
Investment management$31,395
Audit (IQPA)$8,745
Total administrative$70,834
The David J. Frank Landscape Contracting, Inc. 401(k) match · 2024
Employer contribution per active participant$296
Median for plans this size$1,313
2024$296 per active participant
2023$1,503 per active participant
2022$294 per active participant

David J. Frank Landscape Contracting, Inc.'s 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$22,416
MVP PLAN ADMINISTRATORS, INC. · Contract administrator · Recordkeeping$8,078
BEACON POINTE INVESTMENT ADVISORY · Investment advisory (plan)$31,395

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

Recordkeeper by year2
2024MVP PLAN ADMINISTRATORS, INC., The Standard
2023DUBUQUE BANK & TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left David J. Frank Landscape Contracting, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,834 · 0.87%
2023$48,169 · 0.65%
2022$69,600 · 0.89%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Salelytics, LLC WI$20.5M · 0.06%
Qps Employment Group, Inc. WI$12.3M · 0.58%
Edge One, LLC WI$9.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391206455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.