Plan Ledger DOL Form 5500 · updated monthly

Delta Dental of Wisconsin, Inc.401(k)

DELTA DENTAL OF WISCONSIN, INC. RETIREMENT PLAN · STEVENS POINT, 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

Delta Dental of Wisconsin, Inc. reported $66,301 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $8,356 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 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 300th-largest of 1,936 plans among Wisconsin employers on file, and the 1,248th of 4,798 in finance & insurance. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves; active participation has grown from 308 to 374 since 2022.

Plan summary
Net assets, end of year$73,857,124
Participants with balances427
Active participants374
Employer contributions$3,125,189
Employee contributions$2,542,598
Employer contribution per active participant$8,356
Average account balance$172,968
Benefits paid to participants$5,884,867
Plan auditUnmodified (clean) audit opinion
AuditorGRANT THORTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$73.9M · 427 accts · $3.1M emplr
2023$63.9M · 386 accts · $2.9M emplr
2022$53.1M · 348 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,301
Total administrative$66,301
The Delta Dental of Wisconsin, Inc. 401(k) match · 2024
Employer contribution per active participant$8,356
Median for plans this size$3,635
2024$8,356 per active participant
2023$8,586 per active participant
2022$8,253 per active participant

Delta Dental of Wisconsin, Inc.'s 2024 employer contribution ran above the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,301

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$66,301 · 0.10%
2023$58,525 · 0.10%
2022$51,450 · 0.09%
Same employer
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Capspecialty, Inc. WI$73.2M · 0.20%
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Source: U.S. Department of Labor, Form 5500 series, EIN 396094742 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.