Plan Ledger DOL Form 5500 · updated monthly

Legal Action of Wisconsin, Inc.401(k)

LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Legal Action of Wisconsin, Inc. reported $10,406 in plan administrative expenses for 2025: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,617 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 fell from 0.14% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,334th of 1,936), and 8,295th of 11,654 in professional & technical services. In 2025, employees put in $2.25 for every $1.00 the employer contributed; active participation has shrunk from 147 to 108 since 2022.

Plan summary
Net assets, end of year$9,095,295
Participants with balances150
Active participants108
Employer contributions$282,686
Employee contributions$635,009
Employer contribution per active participant$2,617
Average account balance$60,635
Benefits paid to participants$1,006,889
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.1M · 150 accts · $283K emplr
2024$8.0M · 165 accts · $290K emplr
2023$7.1M · 172 accts · $287K emplr
2022$6.0M · 169 accts · $263K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,133
Investment management$9,023
Total administrative$10,406
The Legal Action of Wisconsin, Inc. 401(k) match · 2025
Employer contribution per active participant$2,617
Median for plans this size$1,464
2025$2,617 per active participant
2024$2,281 per active participant
2023$1,937 per active participant
2022$1,788 per active participant

Legal Action of Wisconsin, Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
LEGAL ACTION OF WISCONSIN$7,822
KESTRA INVESTMENT SERVICES LLCindirect comp

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

Administrative cost history4
2025$10,406 · 0.12%
2024$9,243 · 0.12%
2023$7,191 · 0.11%
2022$8,707 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Symphony Corporation WI$9.8M · 0.46%
Keylink Holdings, LLC WI$9.0M · 0.72%
Codeworks, L.L.C WI$8.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391077192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.