Plan Ledger DOL Form 5500 · updated monthly

Notre Dame School of Milwaukee401(k)

NOTRE DAME SCHOOL OF MILWAUKEE 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Notre Dame School of Milwaukee reported $1,965 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,229 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Wisconsin (1,670th of 1,936), and 2,585th of 3,091 in educational services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,343,541
Participants with balances169
Active participants101
Employer contributions$225,103
Employee contributions$353,715
Employer contribution per active participant$2,229
Average account balance$25,701
Benefits paid to participants$336,813
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,965
Total administrative$1,965
The Notre Dame School of Milwaukee 401(k) match · 2024
Employer contribution per active participant$2,229
Median for plans this size$1,313

Notre Dame School of Milwaukee's 2024 employer contribution ran above the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$31,174

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

Administrative cost history1
2024$1,965 · 0.05%
Similar plansEducational Services · Wisconsin
Open Sky Education, Inc. WI$8.7M · 1.01%
Chileda Institute, Inc. WI$4.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391850760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.