Plan Ledger DOL Form 5500 · updated monthly

Mead & Hunt, Inc.401(k)

MEAD & HUNT, INC. 401(K) SAVINGS PLAN · MIDDLETON, WI · plan year 2023

Reported admin expense ratio · 2023
0.15%

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

Mead & Hunt, Inc. reported $316,990 in plan administrative expenses for 2023: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,256 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 has held roughly steady near 0.154%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 119th-largest of 1,936 plans among Wisconsin employers on file, and the 691st of 11,654 in professional & technical services. In 2023, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$236,623,488
Participants with balances1,708
Active participants1,387
Employer contributions$7,289,747
Employee contributions$13,398,915
Employer contribution per active participant$5,256
Average account balance$138,538
Benefits paid to participants$14,342,336
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$236.6M · 1,708 accts · $7.3M emplr
2022$175.9M · 1,533 accts · $5.7M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,623
Investment management$61,030
Total administrative$316,990
The Mead & Hunt, Inc. 401(k) match · 2023
Employer contribution per active participant$5,256
Median for plans this size$3,659
2023$5,256 per active participant
2022$4,530 per active participant

Mead & Hunt, Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ACEC RETIREMENT TRUST$231,337
EMPOWER ADVISORY GROUP, LLC · Investment management$61,030

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

Administrative cost history2
2023$316,990 · 0.15%
2022$243,734 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Quarles & Brady LLP WI$594.3M · 0.06%
Godfrey & Kahn, S.C. WI$255.2M · 0.07%
Strand Associates, Inc. WI$198.7M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390793822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.