Plan Ledger DOL Form 5500 · updated monthly

Ho-Chunk Nation401(k)

HO-CHUNK NATION 401(K) PLAN & TRUST · BLACK RIVER FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Ho-Chunk Nation reported $223,130 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,478 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 0.37% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 261st-largest of 1,936 plans among Wisconsin employers on file, and the 117th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 2,143 to 2,392 since 2022.

Plan summary
Net assets, end of year$85,526,869
Participants with balances2,191
Active participants2,392
Employer contributions$3,536,471
Employee contributions$5,058,779
Employer contribution per active participant$1,478
Average account balance$39,036
Benefits paid to participants$4,527,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.5M · 2,191 accts · $3.5M emplr
2023$72.0M · 2,028 accts · $1.6M emplr
2022$63.0M · 1,963 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$158,163
Investment management$64,967
Total administrative$223,130
The Ho-Chunk Nation 401(k) match · 2024
Employer contribution per active participant$1,478
Median for plans this size$3,635
2024$1,478 per active participant
2023$708 per active participant
2022$656 per active participant

Ho-Chunk Nation's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$135,360
NFP RETIREMENT, INC. · Investment advisory (plan)$64,967

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$223,130 · 0.28%
2023$212,572 · 0.32%
2022$217,269 · 0.37%
Same employer
Similar plansArts, Entertainment & Recreation · Wisconsin
Carnegie Institute PA$85.9M · 0.11%
Chicago Zoological Society IL$84.3M · 0.14%
New York Jets, LLC NJ$84.3M · 0.06%
Clubcorp USA, Inc. TX$82.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391140880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.