Plan Ledger DOL Form 5500 · updated monthly

Gowey Abstract & Title Company,401(k)

GOWEY ABSTRACT & TITLE COMPANY, INC. · MEDFORD, WI · plan year 2023

Reported admin expense ratio · 2023
0.54%

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

Gowey Abstract & Title Company, reported $8,916 in plan administrative expenses for 2023: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,425 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 1 year on file its reported administrative ratio rose from 0.51% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,830th of 1,936), and 1,854th of 2,096 in real estate & leasing. In 2023, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,013,076
Participants with balances94
Active participants111
Employer contributions$158,178
Employee contributions$267,890
Employer contribution per active participant$1,425
Average account balance$21,416
Benefits paid to participants$151,337
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.0M · 94 accts · $158K emplr
2022$1.3M · 100 accts · $158K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,916
Total administrative$8,916
The Gowey Abstract & Title Company, 401(k) match · 2023
Employer contribution per active participant$1,425
Median for plans this size$1,308
2023$1,425 per active participant
2022$1,274 per active participant

Gowey Abstract & Title Company,'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Recordkeeping$8,916

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

Administrative cost history2
2023$8,916 · 0.54%
2022$6,177 · 0.51%
Similar plansReal Estate & Leasing · Wisconsin
Bevara, Inc. WI$4.5M · 1.03%
Amwood Homes Inc WI$3.0M · 0.89%
Fleming Development, Inc. WI$861K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391937434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.