Plan Ledger DOL Form 5500 · updated monthly

Hammes Company LLC401(k)

HAMMES COMPANY LLC 401(K) SAVINGS PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hammes Company LLC reported $2,866 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,915 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 fell from 0.07% to 0.01%. 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 642nd-largest of 1,936 plans among Wisconsin employers on file, and the 4,190th of 11,654 in professional & technical services. In 2024, employees put in $4.37 for every $1.00 the employer contributed; active participation has grown from 147 to 169 since 2022.

Plan summary
Net assets, end of year$29,895,014
Participants with balances225
Active participants169
Employer contributions$492,599
Employee contributions$2,153,502
Employer contribution per active participant$2,915
Average account balance$132,867
Benefits paid to participants$2,377,221
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 225 accts · $493K emplr
2023$24.3M · 218 accts · $426K emplr
2022$19.2M · 196 accts · $299K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$9,000
Total administrative$2,866
The Hammes Company LLC 401(k) match · 2024
Employer contribution per active participant$2,915
Median for plans this size$2,416
2024$2,915 per active participant
2023$2,630 per active participant
2022$2,031 per active participant

Hammes Company LLC'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 · 20242
WIPFLI LLP · Accounting / audit$9,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$2,866 · 0.01%
2023$15,629 · 0.07%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Wegner Cpas, LLP WI$32.2M · 0.39%
Birdsall Voss & Assc, Inc. WI$31.3M · 0.02%
Baisch Engineering Inc. WI$30.4M · 0.30%
Suburban Enterprises, Inc. WI$30.1M · 0.42%
Laughlin / Constable, Inc. WI$29.8M · 0.27%
Metastar, Inc. WI$27.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270039791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.