Plan Ledger DOL Form 5500 · updated monthly

Menominee Indian Tribe of Wisconsin401(k)

MENOMINEE INDIAN TRIBE OF WISCONSIN 401(K) RETIREMENT SAVINGS PLAN · KESHENA, WI · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Menominee Indian Tribe of Wisconsin reported $274,691 in plan administrative expenses for 2024: 0.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,476 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 0.49% to 0.45%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 339th-largest of 1,936 plans among Wisconsin employers on file, and the 330th of 3,341 in other services. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,457,168
Participants with balances1,418
Active participants1,348
Employer contributions$1,989,646
Employee contributions$3,012,836
Employer contribution per active participant$1,476
Average account balance$45,456
Benefits paid to participants$6,467,224
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$64.5M · 1,418 accts · $2.0M emplr
2023$58.7M · 1,324 accts · $1.8M emplr
2022$47.0M · 1,322 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$274,691
Total administrative$274,691
The Menominee Indian Tribe of Wisconsin 401(k) match · 2024
Employer contribution per active participant$1,476
Median for plans this size$3,635
2024$1,476 per active participant
2023$1,391 per active participant
2022$1,244 per active participant

Menominee Indian Tribe of Wisconsin's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$274,691
NICOLET NATIONAL BANK · Trustee (directed) · Investment advisory (plan)indirect 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
2024Alerus
2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$274,691 · 0.45%
2023$260,358 · 0.49%
2022$214,428 · 0.49%
Same employer
Similar plansOther Services · Wisconsin
Itu Absorbtech, Inc WI$49.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391205576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.