Plan Ledger DOL Form 5500 · updated monthly

Ho-Chunk, Inc.401(k)

HO-CHUNK, INC. 401(K) PLAN · WINNEBAGO, NE · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Ho-Chunk, Inc. reported $352,944 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,781 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 0.52% to 0.46%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 81st-largest of 565 plans among Nebraska employers on file, and the 435th of 5,215 in retail trade. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 1,328 to 1,481 since 2022.

Plan summary
Net assets, end of year$81,936,211
Participants with balances1,958
Active participants1,481
Employer contributions$4,117,972
Employee contributions$9,392,761
Employer contribution per active participant$2,781
Average account balance$41,847
Benefits paid to participants$11,751,924
Plan auditUnmodified (clean) audit opinion
AuditorKING, REINSCH, PROSSER & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$81.9M · 1,958 accts · $4.1M emplr
2023$71.2M · 1,693 accts · $4.2M emplr
2022$54.3M · 1,495 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$352,944
Total administrative$352,944
The Ho-Chunk, Inc. 401(k) match · 2024
Employer contribution per active participant$2,781
Median for plans this size$3,635
2024$2,781 per active participant
2023$3,078 per active participant
2022$2,930 per active participant

Ho-Chunk, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$167,943
OSAIC WEALTH, INC. · Investment advisory (plan)$142,900
WOODBURY FINANCIAL SERVICES, INC. · Investment advisory (plan)$41,887
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$352,944 · 0.46%
2023$291,922 · 0.47%
2022$285,082 · 0.52%
Same employer
Similar plansRetail Trade · Nebraska
Otc Brands, Inc. NE$105.4M · 0.05%
Woodhouse Ford, Inc. NE$95.7M · 0.23%
Southerncarlson, Inc. NE$93.1M · 0.27%
B&R Stores, Inc. NE$74.6M · 0.23%
Baxter Shared Services, LLC NE$61.4M · 0.27%
21ST Century Equipment, LLC NE$42.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470784077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.