Plan Ledger DOL Form 5500 · updated monthly

Dewitt LLP401(k)

DEWITT LLP SAVINGS PLAN & TRUST · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Dewitt LLP reported $298,403 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $16,501 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 0.20% to 0.22%. 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 175th-largest of 1,936 plans among Wisconsin employers on file, and the 1,072nd of 11,654 in professional & technical services. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$145,053,529
Participants with balances328
Active participants227
Employer contributions$3,745,628
Employee contributions$2,801,596
Employer contribution per active participant$16,501
Average account balance$442,236
Benefits paid to participants$9,471,980
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$145.1M · 328 accts · $3.7M emplr
2023$130.2M · 336 accts · $3.3M emplr
2022$115.2M · 316 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,733
Investment management$195,447
Audit (IQPA)$14,750
Trustee / custodial$19,200
Total administrative$298,403
The Dewitt LLP 401(k) match · 2024
Employer contribution per active participant$16,501
Median for plans this size$3,635
2024$16,501 per active participant
2023$13,355 per active participant
2022$11,982 per active participant

Dewitt LLP'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 · 20249
MILLIMAN, INC. · Recordkeeping · Loan processing$65,733
FRANCIS INVESTMENT COUNSEL, LLC · Investment advisory (plan)$95,449
CHARLES SCHWAB TRUST BANK · Investment advisory (plan) · Investment management$32,450
BERSTEIN · Investment advisory (plan)$30,773
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$19,200
DAIN RAUSCHER · Investment advisory (plan)$15,148
WIPFLI · Investment advisory (plan)$14,750
MERRILL LYNCH · Investment advisory (plan)$13,283
PERSHING · Investment advisory (plan)$8,345

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$298,403 · 0.22%
2023$291,482 · 0.24%
2022$255,803 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Foth & van Dyke, LLC WI$177.8M · 0.11%
Johnson Outdoors Inc. WI$173.1M · 0.13%
Von Briesen & Roper, S.C. WI$171.2M · 0.07%
4IMPRINT, Inc. WI$105.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391804522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.