Plan Ledger DOL Form 5500 · updated monthly

Naturescape401(k)

NATURESCAPE 401(K) RETIREMENT PLAN · MUSKEGO, WI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Naturescape reported $61,854 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,433 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 0.44%. 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 among the smaller plans on file in Wisconsin (1,059th of 1,936), and 6,617th of 11,654 in professional & technical services. In 2024, the employer put in $1.36 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,793,719
Participants with balances191
Active participants289
Employer contributions$703,205
Employee contributions$516,256
Employer contribution per active participant$2,433
Average account balance$77,454
Benefits paid to participants$2,166,939
Plan auditUnmodified (clean) audit opinion
AuditorLUCIDA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 191 accts · $703K emplr
2023$13.4M · 174 accts · $713K emplr
2022$10.6M · 169 accts · $653K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,854
Total administrative$61,854
The Naturescape 401(k) match · 2024
Employer contribution per active participant$2,433
Median for plans this size$2,416
2024$2,433 per active participant
2023$2,785 per active participant
2022$2,260 per active participant

Naturescape's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$19,499
NORTHWESTERN WISCONSIN ASSOCIATES, · Recordkeeping · Loan processing$4,125
EDWARD D JONES & COMPANY · Investment advisory (plan)$35,377
MESIROW FINANCIAL, INC. · Investment advisory (plan)$2,853

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

Recordkeeper by year2
2024NORTHWESTERN WISCONSIN ASSOCIATES,, Transamerica
2023NORTHWESTERN WISCONSIN ASSOCIATES,, Transamerica

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

Administrative cost history3
2024$61,854 · 0.44%
2023$51,724 · 0.43%
2022$50,631 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Cherry Optical, Inc. WI$15.8M · 0.07%
Education Analytics WI$15.6M · 0.47%
Workforce Solutions, LLC WI$15.5M · 0.68%
Acolad, Inc. WI$15.2M · 0.39%
Ramaker & Associates, Inc. WI$14.2M · 0.27%
Pkware, Inc. WI$14.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030448406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.