Plan Ledger DOL Form 5500 · updated monthly

Holton Brothers, Inc.401(k)

HOLTON BROTHERS, INC. PROFIT SHARING PLAN · GRAFTON, WI · plan year 2025

Reported admin expense ratio · 2025
0.37%

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

Holton Brothers, Inc. reported $41,890 in plan administrative expenses for 2025: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,261 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 3 years on file its reported administrative ratio fell from 0.42% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,158th of 1,936), and 2,738th of 5,337 in construction. In 2025, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,517,284
Participants with balances125
Active participants105
Employer contributions$237,422
Employee contributions$555,506
Employer contribution per active participant$2,261
Average account balance$100,138
Benefits paid to participants$375,930
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$12.5M · 125 accts · $237K emplr
2024$10.4M · 126 accts · $243K emplr
2023$9.1M · 119 accts · $218K emplr
2022$7.9M · 125 accts · $208K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$13,047
Investment management$28,843
Total administrative$41,890
The Holton Brothers, Inc. 401(k) match · 2025
Employer contribution per active participant$2,261
Median for plans this size$2,666
2025$2,261 per active participant
2024$2,339 per active participant
2023$2,321 per active participant
2022$2,060 per active participant

Holton Brothers, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MORGAN STANLEY · Investment advisory (plan)$27,240
EMPOWER ADVISORY GROUP, LLC · Investment management$1,603

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

Administrative cost history4
2025$41,890 · 0.37%
2024$30,400 · 0.31%
2023$39,503 · 0.46%
2022$36,135 · 0.42%
Same employer
Similar plansConstruction · Wisconsin
K-W Electric, Inc. WI$14.2M · 0.39%
Cost of Wisconsin, Inc. WI$13.7M · 0.40%
Musson Bros., Inc. WI$12.1M · 0.55%
Deleers Construction, Inc. WI$11.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391199866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.