Plan Ledger DOL Form 5500 · updated monthly

Northwinds Technology Solutions LLC401(k)

NORTHWINDS TECHNOLOGY SOLUTIONS RETIREMENT PLAN · STEVENS POINT, WI · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Northwinds Technology Solutions LLC reported $49,300 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $12,056 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 0.12% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 376th-largest of 1,936 plans among Wisconsin employers on file, and the 2,447th of 11,654 in professional & technical services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has grown from 200 to 232 since 2022.

Plan summary
Net assets, end of year$57,714,170
Participants with balances260
Active participants232
Employer contributions$2,797,005
Employee contributions$2,451,730
Employer contribution per active participant$12,056
Average account balance$221,978
Benefits paid to participants$5,130,665
Plan auditUnmodified (clean) audit opinion
AuditorGRANT THORTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$57.7M · 260 accts · $2.8M emplr
2023$50.0M · 244 accts · $2.5M emplr
2022$39.2M · 215 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,300
Total administrative$49,300
The Northwinds Technology Solutions LLC 401(k) match · 2024
Employer contribution per active participant$12,056
Median for plans this size$3,635
2024$12,056 per active participant
2023$11,154 per active participant
2022$11,231 per active participant

Northwinds Technology Solutions LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,300

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$49,300 · 0.09%
2023$42,718 · 0.10%
2022$42,470 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Am Conservation Group, Inc. WI$59.8M · 0.21%
Kapur & Associates, Inc. WI$59.1M · 0.09%
Ruder Ware, L.L.S.C. WI$58.5M · 0.33%
R.A. Smith, Inc. WI$55.9M · 0.20%
Davis & Kuelthau, S.C. WI$53.9M · 0.21%
Software One, Inc. WI$51.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841939908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.