Plan Ledger DOL Form 5500 · updated monthly

Landmark Credit Union401(k)

LANDMARK CREDIT UNION 401(K) PLAN AND TRUST · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Landmark Credit Union reported $146,028 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,042 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 0.22% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 333rd-largest of 1,936 plans among Wisconsin employers on file, and the 1,364th of 4,798 in finance & insurance. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,525,450
Participants with balances1,107
Active participants1,049
Employer contributions$2,141,780
Employee contributions$4,939,393
Employer contribution per active participant$2,042
Average account balance$59,192
Benefits paid to participants$7,514,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.5M · 1,107 accts · $2.1M emplr
2023$56.9M · 1,113 accts · $2.0M emplr
2022$43.1M · 1,026 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,028
Total administrative$146,028
The Landmark Credit Union 401(k) match · 2024
Employer contribution per active participant$2,042
Median for plans this size$3,635
2024$2,042 per active participant
2023$1,940 per active participant
2022$1,633 per active participant

Landmark Credit Union's 2024 employer contribution ran below the $3,635 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$44,382

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

Administrative cost history3
2024$146,028 · 0.24%
2023$108,429 · 0.22%
2022$101,453 · 0.22%
Same employer
Similar plansFinance & Insurance · Wisconsin
Altra Federal Credit Union WI$73.1M · 0.24%
Neugen LLC WI$72.5M · 0.05%
Educators Credit Union WI$71.3M · 0.02%
Skygen USA WI$62.3M · 0.20%
Waukesha State Bank WI$61.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390203995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.