Plan Ledger DOL Form 5500 · updated monthly

Oneida Esc Group, LLC401(k)

ONEIDA ESC GROUP, LLC 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Oneida Esc Group, LLC reported $63,186 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,649 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 0.10% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 489th-largest of 1,936 plans among Wisconsin employers on file, and the 363rd of 2,534 in administrative & support services. In 2024, employees put in $3.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,425,002
Participants with balances489
Active participants470
Employer contributions$775,163
Employee contributions$2,949,004
Employer contribution per active participant$1,649
Average account balance$82,669
Benefits paid to participants$4,189,365
Plan auditUnmodified (clean) audit opinion
AuditorSVA
Plan history3
Yearassets · accounts · employer contribution
2024$40.4M · 489 accts · $775K emplr
2023$35.6M · 448 accts · $618K emplr
2022$29.3M · 413 accts · $569K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,019
Investment management$59,556
Total administrative$63,186
The Oneida Esc Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,649
Median for plans this size$2,416
2024$1,649 per active participant
2023$1,274 per active participant
2022$1,301 per active participant

Oneida Esc Group, LLC'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 · 20243
CREATIVE PLANNING HOLDCO LLC · Investment advisory (plan)$47,621
CREATIVE PLANNING LLC · Investment advisory (plan)$11,935
JPMORGAN INVEST HOLDINGS LLC$3,630

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$63,186 · 0.17%
2023$77,731 · 0.24%
2022$30,253 · 0.10%
Same employer
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Visu-Sewer, Inc. WI$41.4M · 0.01%
The Employer Group, Inc. WI$30.9M · 0.58%
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Fox World Travel, Inc. WI$25.2M · 0.59%
Marking Services, Inc. WI$23.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454964343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.