Plan Ledger DOL Form 5500 · updated monthly

Democratic Party of Wisconsin401(k)

DEMOCRATIC PARTY OF WISCONSIN 401(K) PLAN · MADISON, WI · plan year 2025

Reported admin expense ratio · 2025
1.13%

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

Democratic Party of Wisconsin reported $28,681 in plan administrative expenses for 2025: 1.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,679 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 4 years on file its reported administrative ratio fell from 1.19% to 1.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,789th of 1,936), and 2,718th of 3,341 in other services. In 2025, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 91 to 51 since 2021.

Plan summary
Net assets, end of year$2,713,506
Participants with balances111
Active participants51
Employer contributions$136,610
Employee contributions$259,549
Employer contribution per active participant$2,679
Average account balance$24,446
Benefits paid to participants$533,041
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2025$2.7M · 111 accts · $137K emplr
2024$2.4M · 224 accts · $348K emplr
2023$1.6M · 123 accts · $215K emplr
2022$1.1M · 191 accts · $236K emplr
2021$678K · 131 accts · $131K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,259
Investment management$422
Total administrative$28,681
The Democratic Party of Wisconsin 401(k) match · 2025
Employer contribution per active participant$2,679
Median for plans this size$1,464
2025$2,679 per active participant
2024$7,738 per active participant
2023$2,471 per active participant
2022$2,920 per active participant
2021$1,443 per active participant

Democratic Party of Wisconsin's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
CAMBRIDGE INVESTMENT GROUP · Investment advisory (plan)$9,678
PREMIER PLAN CONSULTANTS, INC · Contract administrator$6,821
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$290
ADVISED ASSETS GROUP, LLC · Investment management$223

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

Administrative cost history5
2025$28,681 · 1.13%
2024$24,381 · 1.23%
2023$3,226 · 0.24%
2022$4,721 · 0.54%
2021$6,592 · 1.19%
Same employer
Similar plansOther Services · Wisconsin
Workforce Resource, Inc. WI$4.0M · 0.48%
Fraser Industries WI$3.2M · 1.61%
Quillin's, Inc. WI$2.8M · 1.34%
Rochelle Leigh Group LLC WI$2.1M · 1.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390793066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.