Plan Ledger DOL Form 5500 · updated monthly

Joe Daniels Construction Company, Inc.401(k)

JOE DANIELS CONSTRUCTION COMPANY, INC. RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Joe Daniels Construction Company, Inc. reported $64,007 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $8,714 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 has held roughly steady near 0.161%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 492nd-largest of 1,936 plans among Wisconsin employers on file, and the 1,237th of 5,337 in construction. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$40,038,456
Participants with balances118
Active participants80
Employer contributions$697,096
Employee contributions$509,043
Employer contribution per active participant$8,714
Average account balance$339,309
Benefits paid to participants$6,126,678
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS ADVISORS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 118 accts · $697K emplr
2023$39.6M · 116 accts · $670K emplr
2022$35.6M · 111 accts · $669K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,169
Investment management$11,968
Audit (IQPA)$12,870
Total administrative$64,007
The Joe Daniels Construction Company, Inc. 401(k) match · 2024
Employer contribution per active participant$8,714
Median for plans this size$2,416
2024$8,714 per active participant
2023$8,075 per active participant
2022$8,694 per active participant

Joe Daniels Construction Company, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$39,169
VRAKAS ADVISORS · Accounting / audit$12,870
ONEAMERICA INVESTMENT ADVISORY SVCS · Investment management$11,968
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$64,007 · 0.16%
2023$59,210 · 0.16%
2022$63,203 · 0.16%
Similar plansConstruction · Wisconsin
J.F. Brennan Company, Inc. WI$46.6M · 0.28%
Hooper Corporation WI$46.4M · 0.13%
McC, Inc. WI$40.1M · 0.27%
Haas Sons, Inc. WI$39.5M · 0.38%
J.P. Cullen & Sons, Inc. WI$39.3M · 0.31%
Dave Jones, LLC. WI$37.5M · 0.48%
Stevens Construction Corp. WI$36.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391187059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.