Plan Ledger DOL Form 5500 · updated monthly

J.H. Findorff & Son Inc.401(k)

J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

J.H. Findorff & Son Inc. reported $203,773 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $15,952 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 0.24% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 233rd-largest of 1,936 plans among Wisconsin employers on file, and the 627th of 5,337 in construction. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$97,436,191
Participants with balances373
Active participants303
Employer contributions$4,833,478
Employee contributions$3,183,041
Employer contribution per active participant$15,952
Average account balance$261,223
Benefits paid to participants$10,920,647
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$97.4M · 373 accts · $4.8M emplr
2023$90.7M · 354 accts · $4.4M emplr
2022$71.2M · 356 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,145
Investment management$154,628
Total administrative$203,773
The J.H. Findorff & Son Inc. 401(k) match · 2024
Employer contribution per active participant$15,952
Median for plans this size$3,635
2024$15,952 per active participant
2023$15,486 per active participant
2022$14,082 per active participant

J.H. Findorff & Son Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$154,620
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$49,144
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$203,773 · 0.22%
2023$184,801 · 0.23%
2022$156,713 · 0.24%
Same employer
Similar plansConstruction · Wisconsin
Keller, Inc. WI$160.7M · 0.05%
Miron Construction Co., Inc. WI$129.9M · 0.23%
J.F. Ahern Co. WI$120.3M · 0.18%
Bradley Corporation WI$74.4M · 0.14%
Ryan Incorporated Central WI$72.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390753746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.