Plan Ledger DOL Form 5500 · updated monthly

Hupy and Abraham, S.C.401(k)

HUPY AND ABRAHAM, S.C. 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Hupy and Abraham, S.C. reported $102,956 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,789 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 rose from 0.42% to 0.60%. 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 918th-largest of 1,936 plans among Wisconsin employers on file, and 5,856th of 11,654 in professional & technical services. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,353,231
Participants with balances225
Active participants159
Employer contributions$443,423
Employee contributions$754,367
Employer contribution per active participant$2,789
Average account balance$81,570
Benefits paid to participants$1,317,930
Plan auditUnmodified (clean) audit opinion
AuditorCLITONLARSONALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 225 accts · $443K emplr
2023$15.9M · 225 accts · $439K emplr
2022$13.1M · 227 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,745
Investment management$64,211
Total administrative$102,956
The Hupy and Abraham, S.C. 401(k) match · 2024
Employer contribution per active participant$2,789
Median for plans this size$2,416
2024$2,789 per active participant
2023$3,025 per active participant
2022$2,862 per active participant

Hupy and Abraham, S.C.'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 · 20245
DENALI WEALTH MANAGEMENT · Investment advisory (plan)$32,494
BLUE CHIP RETIREMENT PLANS, INC. · Contract administrator$12,474
EMPOWER ADVISORY GROUP, LLC · Investment management$6,881

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$102,956 · 0.60%
2023$89,924 · 0.62%
2022$60,378 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Afry USA LLC WI$19.3M · 0.40%
Acieta LLC WI$18.1M · 0.21%
Vierbicher Associates, Inc. WI$18.1M · 0.44%
Redox, Inc. WI$16.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391211548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.