Plan Ledger DOL Form 5500 · updated monthly

Hawkins Ash Cpas, LLP401(k)

HAWKINS ASH CPAS, LLP RETIREMENT PLAN · LA CROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Hawkins Ash Cpas, LLP reported $81,666 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,739 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 0.36% to 0.26%. 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 564th-largest of 1,936 plans among Wisconsin employers on file, and the 3,779th of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 176 to 215 since 2022.

Plan summary
Net assets, end of year$34,062,520
Participants with balances242
Active participants215
Employer contributions$803,813
Employee contributions$1,905,744
Employer contribution per active participant$3,739
Average account balance$140,754
Benefits paid to participants$2,184,656
Plan auditUnmodified (clean) audit opinion
AuditorKETEL THORSTENSON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 242 accts · $804K emplr
2023$28.1M · 247 accts · $768K emplr
2022$24.2M · 236 accts · $615K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,469
Investment management$41,197
Total administrative$81,666
The Hawkins Ash Cpas, LLP 401(k) match · 2024
Employer contribution per active participant$3,739
Median for plans this size$2,416
2024$3,739 per active participant
2023$3,522 per active participant
2022$3,496 per active participant

Hawkins Ash Cpas, LLP'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,469
LEAFHOUSE · Investment advisory (participants)$23,347
ISC FINANCIAL ADVISORS · Investment advisory (plan)$17,850

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$81,666 · 0.26%
2023$88,487 · 0.34%
2022$95,673 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Kerberrose S.C. WI$37.1M · 0.03%
The Hiebing Group Inc WI$35.1M · 0.17%
Jones Sign Co., Inc. WI$35.1M · 0.19%
Vrakas Sc WI$33.7M · 0.03%
Wegner Cpas, LLP WI$32.2M · 0.39%
Birdsall Voss & Assc, Inc. WI$31.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390912608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.