Plan Ledger DOL Form 5500 · updated monthly

Matthias Academy Corporation401(k)

MATTHIAS ACADEMY 401(K) PLAN · BENET LAKE, WI · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Matthias Academy Corporation reported $350 in plan administrative expenses for 2025: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $715 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.

The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,927th of 1,936), and 11,608th of 11,911 in health care & social assistance. In 2025, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$266,668
Participants with balances112
Active participants136
Employer contributions$97,243
Employee contributions$152,905
Employer contribution per active participant$715
Average account balance$2,381
Benefits paid to participants$3,233
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$350
Total administrative$350
The Matthias Academy Corporation 401(k) match · 2025
Employer contribution per active participant$715
Median for plans this size$472

Matthias Academy Corporation's 2025 employer contribution ran above the $472 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$350

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

Administrative cost history1
2025$350 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Waunakee Operations LLC WI$718K · 1.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825324304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.