Plan Ledger DOL Form 5500 · updated monthly

Management Select, LLC401(k)

BCB-CMRC-MSC 401(K) PROFIT SHARING PLAN · ALTOONA, WI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Management Select, LLC reported $38,599 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,368 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 has held roughly steady near 0.233%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 942nd-largest of 1,936 plans among Wisconsin employers on file, and the 4,025th of 11,911 in health care & social assistance. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 127 to 236 since 2022.

Plan summary
Net assets, end of year$17,697,936
Participants with balances195
Active participants236
Employer contributions$322,915
Employee contributions$641,322
Employer contribution per active participant$1,368
Average account balance$90,759
Benefits paid to participants$602,770
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 195 accts · $323K emplr
2023$15.5M · 174 accts · $297K emplr
2022$14.0M · 164 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,599
Total administrative$38,599
The Management Select, LLC 401(k) match · 2024
Employer contribution per active participant$1,368
Median for plans this size$2,416
2024$1,368 per active participant
2023$1,927 per active participant
2022$2,502 per active participant

Management Select, LLC'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 · 20241

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$38,599 · 0.23%
2023$32,654 · 0.22%
2022$35,350 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Spooner Health System, Inc. WI$18.0M · 0.42%
First Impressions, S.C. WI$17.8M · 0.33%
Independencefirst WI$17.5M · 0.10%
Unity Limited Partnership WI$17.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 392013895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.