Plan Ledger DOL Form 5500 · updated monthly

Milwaukee Public Museum, Inc.401(k)

MILWAUKEE PUBLIC MUSEUM, INC. 401(K) SAVINGS PLAN · MILWAUKEE, WI · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Milwaukee Public Museum, Inc. reported $8,113 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,808 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 0.06% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 945th-largest of 1,936 plans among Wisconsin employers on file, and the 461st of 1,311 in arts, entertainment & recreation. In 2025, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 117 to 153 since 2022.

Plan summary
Net assets, end of year$17,599,675
Participants with balances186
Active participants153
Employer contributions$276,564
Employee contributions$479,017
Employer contribution per active participant$1,808
Average account balance$94,622
Benefits paid to participants$534,530
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$17.6M · 186 accts · $277K emplr
2024$15.4M · 169 accts · $258K emplr
2023$14.1M · 169 accts · $223K emplr
2022$11.8M · 139 accts · $123K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,110
Investment management$6,003
Total administrative$8,113
The Milwaukee Public Museum, Inc. 401(k) match · 2025
Employer contribution per active participant$1,808
Median for plans this size$2,666
2025$1,808 per active participant
2024$2,047 per active participant
2023$1,745 per active participant
2022$1,055 per active participant

Milwaukee Public Museum, Inc.'s 2025 employer contribution ran below the $2,666 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$8,113

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$8,113 · 0.05%
2024$6,145 · 0.04%
2023$1,898 · 0.01%
2022$7,549 · 0.06%
Similar plansArts, Entertainment & Recreation · Wisconsin
Ho-Chunk Nation WI$85.5M · 0.28%
Milwaukee Bucks, LLC WI$29.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391723105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.