Plan Ledger DOL Form 5500 · updated monthly

Nbi, Inc.401(k)

NBI, INC. PROFIT SHARING AND 401(K) PLAN · ALTOONA, WI · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Nbi, Inc. reported $77,986 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,764 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 rose from 0.28% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 925th-largest of 1,936 plans among Wisconsin employers on file, and 1,659th of 3,091 in educational services. In 2025, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,154,581
Participants with balances142
Active participants100
Employer contributions$376,405
Employee contributions$582,466
Employer contribution per active participant$3,764
Average account balance$127,849
Benefits paid to participants$1,059,994
Plan auditUnmodified (clean) audit opinion
AuditorBOYUM BARENSCHEER PLLP
Plan history4
Yearassets · accounts · employer contribution
2025$18.2M · 142 accts · $376K emplr
2024$15.9M · 150 accts · $485K emplr
2023$14.0M · 151 accts · $471K emplr
2022$12.9M · 147 accts · $482K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,244
Investment management$38,442
Audit (IQPA)$13,300
Total administrative$77,986
The Nbi, Inc. 401(k) match · 2025
Employer contribution per active participant$3,764
Median for plans this size$2,666
2025$3,764 per active participant
2024$4,531 per active participant
2023$4,319 per active participant
2022$4,586 per active participant

Nbi, Inc.'s 2025 employer contribution ran above 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 · 20254
MMA SECURITIES LLC · Investment advisory (plan)$35,397
BOYUM & BARENSCHEER PLLP · Accounting / audit$13,300
EMPOWER ADVISORY GROUP, LLC · Investment management$3,045

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

Administrative cost history4
2025$77,986 · 0.46%
2024$68,337 · 0.46%
2023$53,276 · 0.40%
2022$39,259 · 0.28%
Same employer
Similar plansEducational Services · Wisconsin
Academy of Basic Education WI$23.1M · 0.07%
Pesi, Inc. WI$19.8M · 0.16%
Seeds of Health, Inc. WI$15.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391768861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.