Plan Ledger DOL Form 5500 · updated monthly

Neb Corporation401(k)

NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN · FOND DU LAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Neb Corporation reported $5,178 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,261 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 2 years on file its reported administrative ratio fell from 0.06% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 258th-largest of 1,936 plans among Wisconsin employers on file, and the 1,110th of 4,798 in finance & insurance. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,497,754
Participants with balances511
Active participants373
Employer contributions$1,589,203
Employee contributions$1,847,071
Employer contribution per active participant$4,261
Average account balance$171,228
Benefits paid to participants$13,746,097
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.5M · 511 accts · $1.6M emplr
2023$87.0M · 569 accts · $1.8M emplr
2022$76.6M · 559 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70
Trustee / custodial$5,040
Total administrative$5,178
The Neb Corporation 401(k) match · 2024
Employer contribution per active participant$4,261
Median for plans this size$3,635
2024$4,261 per active participant
2023$4,810 per active participant
2022$5,205 per active participant

Neb Corporation's 2024 employer contribution ran above the $3,635 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 · 20242
NYHART · Recordkeeping · Loan processing$70
FIDELITY INVESTMENTS · Custodial (securities)$5,040

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

Recordkeeper by year2
2024NYHART
2023NYHART

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

Administrative cost history3
2024$5,178 · 0.01%
2023$11,343 · 0.01%
2022$46,706 · 0.06%
Same employer
Similar plansFinance & Insurance · Wisconsin
Royal Credit Union WI$101.3M · 0.24%
Westconsin Credit Union WI$78.2M · 0.22%
Bank First Corporation WI$73.5M · 0.27%
Capspecialty, Inc. WI$73.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391210679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.