Plan Ledger DOL Form 5500 · updated monthly

Miller-Bradford & Risberg, Inc.401(k)

MILLER-BRADFORD & RISBERG, INC. 401(K) PROFIT SHARING PLAN · SUSSEX, WI · plan year 2025

Reported admin expense ratio · 2025
0.30%

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

Miller-Bradford & Risberg, Inc. reported $50,945 in plan administrative expenses for 2025: 0.30% of average plan assets, above the peer median. Employer contributions averaged $806 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 fell from 0.35% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 957th-largest of 1,936 plans among Wisconsin employers on file, and the 757th of 2,096 in real estate & leasing. In 2025, employees put in $7.82 for every $1.00 the employer contributed; active participation has grown from 104 to 116 since 2022.

Plan summary
Net assets, end of year$17,261,741
Participants with balances151
Active participants116
Employer contributions$93,484
Employee contributions$730,585
Employer contribution per active participant$806
Average account balance$114,316
Benefits paid to participants$1,654,841
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history4
Yearassets · accounts · employer contribution
2025$17.3M · 151 accts · $93K emplr
2024$16.2M · 151 accts · $92K emplr
2023$14.4M · 147 accts · $177K emplr
2022$11.7M · 139 accts · $164K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,077
Investment management$41,448
Audit (IQPA)$7,420
Total administrative$50,945
The Miller-Bradford & Risberg, Inc. 401(k) match · 2025
Employer contribution per active participant$806
Median for plans this size$2,666
2025$806 per active participant
2024$776 per active participant
2023$1,523 per active participant
2022$1,576 per active participant

Miller-Bradford & Risberg, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$43,525
WIPFLI LLP · Accounting / audit$7,420

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

Recordkeeper by year3
2025ASSOCIATED TRUST COMPANY, N.A.
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history4
2025$50,945 · 0.30%
2024$58,523 · 0.38%
2023$45,574 · 0.35%
2022$44,838 · 0.35%
Similar plansReal Estate & Leasing · Wisconsin
Catalyst Exhibits, Inc. WI$23.3M · 0.37%
Mandel Group, Inc. WI$18.3M · 0.27%
Mlg Services Corp WI$15.2M · 1.17%
Oakbrook Corporation WI$13.7M · 0.01%
Conger Industries, Inc. WI$13.1M · 0.48%
Meridian Group Inc WI$12.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391127878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.