Plan Ledger DOL Form 5500 · updated monthly

Knight Barry Title, Inc.401(k)

KNIGHT BARRY TITLE, INC. 401(K) PLAN · RACINE, WI · plan year 2025

Reported admin expense ratio · 2025
0.73%

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

Knight Barry Title, Inc. reported $163,535 in plan administrative expenses for 2025: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,079 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 4 years on file its reported administrative ratio has held roughly steady near 0.73%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 752nd-largest of 1,936 plans among Wisconsin employers on file, and 2,752nd of 4,798 in finance & insurance. In 2025, employees put in $4.85 for every $1.00 the employer contributed; active participation has shrunk from 366 to 308 since 2022.

Plan summary
Net assets, end of year$24,212,303
Participants with balances304
Active participants308
Employer contributions$332,437
Employee contributions$1,611,272
Employer contribution per active participant$1,079
Average account balance$79,646
Benefits paid to participants$1,659,486
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.2M · 304 accts · $332K emplr
2024$20.5M · 316 accts · $317K emplr
2023$17.5M · 332 accts · $316K emplr
2022$15.6M · 387 accts · $343K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$139,989
Investment management$1,046
Audit (IQPA)$22,500
Total administrative$163,535
The Knight Barry Title, Inc. 401(k) match · 2025
Employer contribution per active participant$1,079
Median for plans this size$2,666
2025$1,079 per active participant
2024$1,035 per active participant
2023$970 per active participant
2022$936 per active participant

Knight Barry Title, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping$132,795
VRAKAS SC · Accounting / audit$22,500

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$163,535 · 0.73%
2024$137,421 · 0.72%
2023$121,819 · 0.74%
2022$123,533 · 0.74%
Same employer
Similar plansFinance & Insurance · Wisconsin
Park Bank WI$25.2M · 0.35%
Cib Marine Bancshares, Inc. WI$24.5M · 0.18%
Waterstone Bank Ssb WI$24.5M · 0.00%
Citizens Community Federal WI$24.1M · 0.31%
Forward Bank WI$23.1M · 0.36%
Port Washington State Bank WI$22.9M · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391338746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.