Plan Ledger DOL Form 5500 · updated monthly

Don Miller Inc.401(k)

DON MILLER 401(K) PLAN · MADISON, WI · plan year 2025

Reported admin expense ratio · 2025
0.19%

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

Don Miller Inc. reported $14,016 in plan administrative expenses for 2025: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $633 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 rose from 0.15% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,418th of 1,936), and 3,054th of 5,215 in retail trade. In 2025, employees put in $6.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,964,871
Participants with balances176
Active participants173
Employer contributions$109,534
Employee contributions$743,627
Employer contribution per active participant$633
Average account balance$45,255
Benefits paid to participants$958,408
Plan auditUnmodified (clean) audit opinion
AuditorSVA
Plan history4
Yearassets · accounts · employer contribution
2025$8.0M · 176 accts · $110K emplr
2024$7.0M · 165 accts · $106K emplr
2023$6.0M · 161 accts · $105K emplr
2022$4.6M · 141 accts · $103K emplr
Administrative expenses, itemized · 2025
Investment management$14,016
Total administrative$14,016
The Don Miller Inc. 401(k) match · 2025
Employer contribution per active participant$633
Median for plans this size$1,464
2025$633 per active participant
2024$549 per active participant
2023$560 per active participant
2022$574 per active participant

Don Miller Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPOWER ADVISORY GROUP, LLC · Investment management$11,824
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$2,192

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

Administrative cost history4
2025$14,016 · 0.19%
2024$10,677 · 0.16%
2023$8,433 · 0.16%
2022$7,355 · 0.15%
Same employer
Similar plansRetail Trade · Wisconsin
Brickner Motors, Inc. WI$8.7M · 0.32%
Service Motor Company WI$8.3M · 0.34%
Toys for Trucks, Inc. WI$7.8M · 0.92%
Unbolt, Inc. WI$7.8M · 0.48%
Milaeger's Inc. WI$7.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391279288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.