Plan Ledger DOL Form 5500 · updated monthly

Metastar, Inc.401(k)

METASTAR, INC. PROFIT SHARING PLAN AND TRUST · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Metastar, Inc. reported $99,902 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $9,394 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 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 682nd-largest of 1,936 plans among Wisconsin employers on file, and the 4,471st of 11,654 in professional & technical services. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 65 to 76 since 2022.

Plan summary
Net assets, end of year$27,191,778
Participants with balances133
Active participants76
Employer contributions$713,919
Employee contributions$783,082
Employer contribution per active participant$9,394
Average account balance$204,449
Benefits paid to participants$2,129,517
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 133 accts · $714K emplr
2023$24.8M · 136 accts · $656K emplr
2022$21.8M · 127 accts · $571K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,631
Investment management$58,671
Audit (IQPA)$8,600
Total administrative$99,902
The Metastar, Inc. 401(k) match · 2024
Employer contribution per active participant$9,394
Median for plans this size$2,416
2024$9,394 per active participant
2023$8,637 per active participant
2022$8,785 per active participant

Metastar, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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$41,232
ORGEL WEALTH MANAGEMENT, LLC · Investment advisory (participants) · Investment advisory (plan)$58,671

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

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Administrative cost history3
2024$99,902 · 0.38%
2023$85,113 · 0.37%
2022$92,825 · 0.39%
Similar plansProfessional & Technical Services · Wisconsin
Suburban Enterprises, Inc. WI$30.1M · 0.42%
Hammes Company LLC WI$29.9M · 0.01%
Laughlin / Constable, Inc. WI$29.8M · 0.27%
Kahler Slater, Inc. WI$25.4M · 0.22%
Fcdg Management LLC WI$24.7M · 0.41%
Axim Geospatial, LLC WI$23.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391332612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.