Plan Ledger DOL Form 5500 · updated monthly

Liturgical Publications, Inc.401(k)

LITURGICAL PUBLICATIONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN · NEW BERLIN, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Liturgical Publications, Inc. reported $136,408 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,232 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 0.43% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 459th-largest of 1,936 plans among Wisconsin employers on file, and the 576th of 2,199 in information & media. In 2024, employees put in $3.46 for every $1.00 the employer contributed; active participation has grown from 337 to 382 since 2022.

Plan summary
Net assets, end of year$43,867,240
Participants with balances529
Active participants382
Employer contributions$852,568
Employee contributions$2,954,042
Employer contribution per active participant$2,232
Average account balance$82,925
Benefits paid to participants$2,877,038
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$43.9M · 529 accts · $853K emplr
2023$37.4M · 551 accts · $845K emplr
2022$34.0M · 498 accts · $729K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,120
Investment management$62,738
Audit (IQPA)$12,550
Total administrative$136,408
The Liturgical Publications, Inc. 401(k) match · 2024
Employer contribution per active participant$2,232
Median for plans this size$2,416
2024$2,232 per active participant
2023$2,096 per active participant
2022$2,162 per active participant

Liturgical Publications, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Participant communication$61,120
SPECTRUM INVESTMENT ADVISORS INC · Investment advisory (participants) · Investment advisory (plan)$62,738
SVA · Accounting / audit$12,550
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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Administrative cost history3
2024$136,408 · 0.34%
2023$130,286 · 0.36%
2022$164,009 · 0.43%
Same employer
Similar plansInformation & Media · Wisconsin
Alta Resources Corp. WI$66.2M · 0.46%
Television Wisconsin, Inc. WI$61.8M · 0.36%
Hal Leonard LLC WI$54.0M · 0.26%
Esker, Inc. WI$41.0M · 0.01%
Convergent Science Inc WI$21.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391160869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.