Plan Ledger DOL Form 5500 · updated monthly

Kerberrose S.C.401(k)

KERBERROSE S.C. 401(K) PROFIT SHARING PLAN · SHAWANO, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Kerberrose S.C. reported $8,863 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,692 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 0.09% to 0.03%. 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 526th-largest of 1,936 plans among Wisconsin employers on file, and the 3,515th of 11,654 in professional & technical services. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,098,736
Participants with balances313
Active participants239
Employer contributions$1,360,319
Employee contributions$2,033,051
Employer contribution per active participant$5,692
Average account balance$118,526
Benefits paid to participants$4,207,283
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 313 accts · $1.4M emplr
2023$32.5M · 320 accts · $1.2M emplr
2022$27.0M · 302 accts · $993K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,863
Total administrative$8,863
The Kerberrose S.C. 401(k) match · 2024
Employer contribution per active participant$5,692
Median for plans this size$2,416
2024$5,692 per active participant
2023$4,789 per active participant
2022$4,376 per active participant

Kerberrose S.C.'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.

Administrative cost history3
2024$8,863 · 0.03%
2023$27,930 · 0.09%
2022$24,201 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Donohue & Associates Inc WI$39.2M · 0.16%
Ruekert & Mielke, Inc. WI$38.4M · 0.19%
Cma/Flodyne/Hydradyne, Inc. WI$37.8M · 0.38%
McMahon Associates, Inc. WI$37.2M · 0.33%
The Hiebing Group Inc WI$35.1M · 0.17%
Jones Sign Co., Inc. WI$35.1M · 0.19%
Hawkins Ash Cpas, LLP WI$34.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391658423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.