Plan Ledger DOL Form 5500 · updated monthly

Executive Director, Inc.401(k)

EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Executive Director, Inc. reported $96,796 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,175 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 0.333%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 626th-largest of 1,936 plans among Wisconsin employers on file, and the 444th of 2,534 in administrative & support services. In 2024, employees put in $2.71 for every $1.00 the employer contributed; active participation has grown from 273 to 313 since 2022.

Plan summary
Net assets, end of year$30,499,778
Participants with balances417
Active participants313
Employer contributions$680,789
Employee contributions$1,842,269
Employer contribution per active participant$2,175
Average account balance$73,141
Benefits paid to participants$3,779,833
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.5M · 417 accts · $681K emplr
2023$27.6M · 411 accts · $632K emplr
2022$21.7M · 366 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,095
Investment management$48,601
Trustee / custodial$100
Total administrative$96,796
The Executive Director, Inc. 401(k) match · 2024
Employer contribution per active participant$2,175
Median for plans this size$2,416
2024$2,175 per active participant
2023$2,066 per active participant
2022$2,066 per active participant

Executive Director, Inc.'s 2024 employer contribution ran below 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$48,095
NORTHWESTERN MUTUAL WEALTH MANAGEME · Consulting · Pension consulting$48,601

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$96,796 · 0.33%
2023$78,856 · 0.32%
2022$77,401 · 0.33%
Same employer
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Cielo, Inc. WI$63.5M · 0.38%
Visu-Sewer, Inc. WI$41.4M · 0.01%
Oneida Esc Group, LLC WI$40.4M · 0.17%
The Employer Group, Inc. WI$30.9M · 0.58%
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Source: U.S. Department of Labor, Form 5500 series, EIN 390992016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.