Plan Ledger DOL Form 5500 · updated monthly

Derse Inc401(k)

DERSE, INC. RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Derse Inc reported $140,716 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,923 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 0.213%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 314th-largest of 1,936 plans among Wisconsin employers on file, and the 2,010th of 11,654 in professional & technical services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,199,567
Participants with balances624
Active participants475
Employer contributions$1,863,632
Employee contributions$3,274,126
Employer contribution per active participant$3,923
Average account balance$115,704
Benefits paid to participants$911,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.2M · 624 accts · $1.9M emplr
2023$59.7M · 612 accts · $2.1M emplr
2022$47.6M · 586 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,511
Investment management$115,205
Total administrative$140,716
The Derse Inc 401(k) match · 2024
Employer contribution per active participant$3,923
Median for plans this size$3,635
2024$3,923 per active participant
2023$4,350 per active participant
2022$3,875 per active participant

Derse Inc's 2024 employer contribution ran above the $3,635 median for plans its size. 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$140,716

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.

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Administrative cost history3
2024$140,716 · 0.21%
2023$117,773 · 0.22%
2022$109,863 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Excel Engineering, Inc. WI$80.5M · 0.00%
Ayres Associates Inc. WI$80.3M · 0.08%
Graef-Usa Inc. WI$77.8M · 0.20%
Boardman & Clark LLP WI$71.3M · 0.12%
Zywave, Inc. WI$66.0M · 0.19%
Am Conservation Group, Inc. WI$59.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391630582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.