Plan Ledger DOL Form 5500 · updated monthly

New Resources Companies, Inc.401(k)

NEW RESOURCES COMPANIES 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

New Resources Companies, Inc. reported $39,801 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,777 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 rose from 0.33% to 0.36%. 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 (1,182nd of 1,936), and 7,391st of 11,654 in professional & technical services. In 2024, employees put in $4.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,009,290
Participants with balances125
Active participants135
Employer contributions$239,928
Employee contributions$1,156,381
Employer contribution per active participant$1,777
Average account balance$96,074
Benefits paid to participants$898,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 125 accts · $240K emplr
2023$9.8M · 132 accts · $281K emplr
2022$8.1M · 138 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,801
Total administrative$39,801
The New Resources Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,777
Median for plans this size$2,416
2024$1,777 per active participant
2023$1,955 per active participant
2022$770 per active participant

New Resources Companies, Inc.'s 2024 employer contribution ran below 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 · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$39,801

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

Administrative cost history3
2024$39,801 · 0.36%
2023$41,328 · 0.46%
2022$28,720 · 0.33%
Similar plansProfessional & Technical Services · Wisconsin
Ramaker & Associates, Inc. WI$14.2M · 0.27%
Pkware, Inc. WI$14.0M · 0.32%
Building Service Inc WI$12.4M · 0.51%
Concurrency, Inc. WI$11.4M · 0.12%
Kyle Enterprises, LLC WI$11.3M · 0.72%
Nesnah Ventures LLC WI$11.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461675134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.