Plan Ledger DOL Form 5500 · updated monthly

Joint Board of Trustees of North Central States Regional Council OfMoney purchase plan

NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN · EAU CLAIRE, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Joint Board of Trustees of North Central States Regional Council Of reported $667,353 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,470 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 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 83rd-largest of 1,936 plans among Wisconsin employers on file, and the 188th of 5,337 in construction.

Plan summary
Net assets, end of year$377,862,954
Participants with balances11,445
Active participants11,103
Employer contributions$38,523,060
Employee contributions—
Employer contribution per active participant$3,470
Average account balance$33,016
Benefits paid to participants$12,408,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$377.9M · 11,445 accts · $38.5M emplr
2023$310.4M · 11,203 accts · $40.1M emplr
2022$234.8M · 10,415 accts · $36.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,239
Investment management$380,322
Audit (IQPA)$20,843
Trustee / custodial$37,215
Total administrative$667,353
Employer contributions to the Joint Board of Trustees of North Central States Regional Council Of plan · 2024
Employer contribution per active participant$3,470
Median for plans this size$4,294
2024$3,470 per active participant
2023$3,690 per active participant
2022$3,574 per active participant

Joint Board of Trustees of North Central States Regional Council Of's 2024 employer contribution ran below the $4,294 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 · 20246
ASSOCIATED TRUST COMPANY, N.A. · Custodial (securities) · Participant communication$386,287
WILSON MCSHANE CORPORATION · Contract administrator$123,477
REINHART BOERNER VAN DEUREN S.C. · Legal$31,556
SEGAL MARCO ADVISORS · Investment advisory (plan)$31,250
CLIFTONLARSONALLEN LLP · Accounting / audit$20,843
THE PREVIANT LAW FIRM S.C. · Legal$6,658

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$667,353 · 0.19%
2023$649,881 · 0.24%
2022$580,257 · 0.24%
Similar plansConstruction · Wisconsin
Board of Trustees WI$476.7M · 0.24%
Ibew Local Union 14 WI$337.4M · 0.16%
A.L.M. Holding Company WI$327.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800234499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.