Plan Ledger DOL Form 5500 · updated monthly

Jacsten Holdings, LLC401(k)

JACSTEN HOLDINGS, LLC 401(K) PLAN · SHOREWOOD, WI · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Jacsten Holdings, LLC reported $151,875 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,646 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 0.73% to 0.93%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (974th of 1,936), and 3,314th of 4,798 in finance & insurance. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,816,501
Participants with balances265
Active participants231
Employer contributions$380,229
Employee contributions$1,072,813
Employer contribution per active participant$1,646
Average account balance$63,458
Benefits paid to participants$2,594,838
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS CPAS + ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 265 accts · $380K emplr
2023$15.9M · 261 accts · $327K emplr
2022$13.3M · 232 accts · $278K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,236
Investment management$54,363
Audit (IQPA)$32,600
Trustee / custodial$8,676
Total administrative$151,875
The Jacsten Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,646
Median for plans this size$2,416
2024$1,646 per active participant
2023$1,364 per active participant
2022$1,287 per active participant

Jacsten Holdings, LLC's 2024 employer contribution ran below 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
MILLIMAN, INC. · Recordkeeping · Pension consulting$56,236
FRANCIS INVESTMENT COUNCIL · Consulting · Legal$54,363
VRAKAS CPAS + ADVISORS · Accounting / audit$32,600
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$8,676
CHARLES SCHWAB & CO., INC. · 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
2024Milliman
2023Milliman

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

Administrative cost history3
2024$151,875 · 0.93%
2023$105,193 · 0.72%
2022$126,795 · 0.73%
Similar plansFinance & Insurance · Wisconsin
Inlanta Mortgage, Inc WI$18.5M · 0.45%
The Retirement Advantage WI$17.2M · 0.18%
One Community Bank WI$16.8M · 0.37%
Aqua Finance Inc. WI$16.8M · 0.11%
Royal Bancshares, Inc. WI$16.6M · 0.52%
Westbury Bank WI$15.9M · 0.48%
Heartland Credit Union WI$15.6M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371625296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.