Plan Ledger DOL Form 5500 · updated monthly

Harter's Quick Clean-Up401(k)

HARTER'S 401(K) PLAN · LA CROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Harter's Quick Clean-Up reported $4,510 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,796 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 fell from 0.09% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,508th of 1,936), and 9,201st of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,518,345
Participants with balances256
Active participants223
Employer contributions$400,589
Employee contributions$762,854
Employer contribution per active participant$1,796
Average account balance$25,462
Benefits paid to participants$626,969
Plan auditUnmodified (clean) audit opinion
AuditorLUCIDA LLC
Plan history2
Yearassets · accounts · employer contribution
2024$6.5M · 256 accts · $401K emplr
2022$3.5M · 216 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,510
Total administrative$4,510
The Harter's Quick Clean-Up 401(k) match · 2024
Employer contribution per active participant$1,796
Median for plans this size$1,313
2024$1,796 per active participant
2022$1,335 per active participant

Harter's Quick Clean-Up's 2024 employer contribution ran above the $1,313 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.

Administrative cost history2
2024$4,510 · 0.08%
2022$3,265 · 0.09%
Similar plansProfessional & Technical Services · Wisconsin
Capps LLC WI$7.0M · 0.10%
The Infosoft Group LLC WI$6.8M · 0.42%
Tribute Technology US LLC WI$6.7M · 0.63%
Bizlab, Inc. WI$6.2M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391783218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.