Plan Ledger DOL Form 5500 · updated monthly

Habush Habush & Rottier, S.C.401(k)

HABUSH HABUSH & ROTTIER, S.C. 401(K) SAVINGS PLAN · MADISON, WI · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Habush Habush & Rottier, S.C. reported $125,201 in plan administrative expenses for 2025: 0.21% of average plan assets, higher than ~75% of peers. Employer contributions averaged $15,795 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 4 years on file its reported administrative ratio has held roughly steady near 0.211%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 362nd-largest of 1,936 plans among Wisconsin employers on file, and the 2,378th of 11,654 in professional & technical services. In 2025, the employer put in $2.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$60,052,165
Participants with balances184
Active participants135
Employer contributions$2,132,270
Employee contributions$1,063,800
Employer contribution per active participant$15,795
Average account balance$326,370
Benefits paid to participants$10,124,229
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & CO.
Plan history4
Yearassets · accounts · employer contribution
2025$60.1M · 184 accts · $2.1M emplr
2024$58.5M · 173 accts · $2.1M emplr
2023$52.0M · 175 accts · $1.4M emplr
2022$45.7M · 180 accts · $1.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,342
Investment management$80,359
Audit (IQPA)$7,500
Total administrative$125,201
The Habush Habush & Rottier, S.C. 401(k) match · 2025
Employer contribution per active participant$15,795
Median for plans this size$4,093
2025$15,795 per active participant
2024$15,719 per active participant
2023$10,423 per active participant
2022$11,336 per active participant

Habush Habush & Rottier, S.C.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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
MORGAN STANLEY · Investment advisory (plan)$80,359
SCOTT DUFEK · Accounting / audit$7,500

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$125,201 · 0.21%
2024$120,251 · 0.22%
2023$108,601 · 0.22%
2022$105,969 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Derse Inc WI$72.2M · 0.21%
Boardman & Clark LLP WI$71.3M · 0.12%
Zywave, Inc. WI$66.0M · 0.19%
Am Conservation Group, Inc. WI$59.8M · 0.21%
Kapur & Associates, Inc. WI$59.1M · 0.09%
Ruder Ware, L.L.S.C. WI$58.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391272599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.