Plan Ledger DOL Form 5500 · updated monthly

Pkware, Inc.401(k)

PKWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Pkware, Inc. reported $40,489 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,883 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 0.48% to 0.32%. 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 (1,097th of 1,936), and 6,829th of 11,654 in professional & technical services. In 2024, employees put in $3.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,984,786
Participants with balances120
Active participants89
Employer contributions$345,627
Employee contributions$1,096,988
Employer contribution per active participant$3,883
Average account balance$116,540
Benefits paid to participants$848,560
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH CPA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 120 accts · $346K emplr
2023$11.5M · 114 accts · $242K emplr
2022$10.3M · 125 accts · $429K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,533
Investment management$30,956
Total administrative$40,489
The Pkware, Inc. 401(k) match · 2024
Employer contribution per active participant$3,883
Median for plans this size$2,416
2024$3,883 per active participant
2023$2,659 per active participant
2022$4,468 per active participant

Pkware, Inc.'s 2024 employer contribution ran above 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 · 20242
ROBERT W BAIRD & CO INCORPORATED · Investment advisory (plan)$30,956

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$40,489 · 0.32%
2023$60,633 · 0.56%
2022$59,675 · 0.48%
Similar plansProfessional & Technical Services · Wisconsin
Naturescape WI$14.8M · 0.44%
Ramaker & Associates, Inc. WI$14.2M · 0.27%
Building Service Inc WI$12.4M · 0.51%
Concurrency, Inc. WI$11.4M · 0.12%
Kyle Enterprises, LLC WI$11.3M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391566010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.