Plan Ledger DOL Form 5500 · updated monthly

Fox World Travel, Inc.401(k)

FOX WORLD TRAVEL, INC. 401(K) PLAN · OSHKOSH, WI · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Fox World Travel, Inc. reported $137,682 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,230 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 0.55% to 0.59%. 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 726th-largest of 1,936 plans among Wisconsin employers on file, and the 512th of 2,534 in administrative & support services. In 2024, employees put in $3.82 for every $1.00 the employer contributed; active participation has grown from 250 to 341 since 2022.

Plan summary
Net assets, end of year$25,229,234
Participants with balances361
Active participants341
Employer contributions$419,369
Employee contributions$1,602,675
Employer contribution per active participant$1,230
Average account balance$69,887
Benefits paid to participants$1,394,947
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 361 accts · $419K emplr
2023$21.8M · 324 accts · $267K emplr
2022$18.8M · 278 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,379
Investment management$53,553
Audit (IQPA)$3,750
Total administrative$137,682
The Fox World Travel, Inc. 401(k) match · 2024
Employer contribution per active participant$1,230
Median for plans this size$2,416
2024$1,230 per active participant
2023$914 per active participant
2022$757 per active participant

Fox World Travel, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan)$41,820
EMPOWER ADVISORY GROUP, LLC · Investment management$11,732
DUFEK & COMPANY, LLC · Accounting / audit$3,750

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

Administrative cost history3
2024$137,682 · 0.59%
2023$114,995 · 0.57%
2022$112,369 · 0.55%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
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%
Executive Director, Inc. WI$30.5M · 0.33%
Marking Services, Inc. WI$23.5M · 0.50%
Forward Service Corporation WI$22.1M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391034696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.