Plan Ledger DOL Form 5500 · updated monthly

Eppstein Uhen Architects, Inc.401(k)

EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN · MILWAUKEE, 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

Eppstein Uhen Architects, Inc. reported $102,105 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,186 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 fell from 0.28% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 415th-largest of 1,936 plans among Wisconsin employers on file, and the 2,731st of 11,654 in professional & technical services. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,754,451
Participants with balances308
Active participants265
Employer contributions$844,408
Employee contributions$2,814,985
Employer contribution per active participant$3,186
Average account balance$164,787
Benefits paid to participants$2,838,571
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.8M · 308 accts · $844K emplr
2023$44.0M · 296 accts · $801K emplr
2022$36.7M · 283 accts · $688K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,227
Investment management$51,878
Total administrative$102,105
The Eppstein Uhen Architects, Inc. 401(k) match · 2024
Employer contribution per active participant$3,186
Median for plans this size$2,416
2024$3,186 per active participant
2023$3,056 per active participant
2022$2,731 per active participant

Eppstein Uhen Architects, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$50,227
ANNEX WEALTH MANAGEMENT · Investment advisory (plan)$51,878
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$102,105 · 0.22%
2023$107,052 · 0.27%
2022$109,302 · 0.28%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 391370336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.