Plan Ledger DOL Form 5500 · updated monthly

Qbe Holdings, Inc.401(k)

QBE 401(K) SAVINGS PLAN · SUN PRAIRIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Qbe Holdings, Inc. reported $251,056 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,759 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 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 47th-largest of 1,936 plans among Wisconsin employers on file, and the 222nd of 4,798 in finance & insurance. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$792,013,098
Participants with balances4,410
Active participants2,519
Employer contributions$24,582,627
Employee contributions$28,923,472
Employer contribution per active participant$9,759
Average account balance$179,595
Benefits paid to participants$96,240,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$792.0M · 4,410 accts · $24.6M emplr
2023$730.5M · 4,594 accts · $23.8M emplr
2022$633.8M · 4,571 accts · $21.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$195,916
Investment management$30,000
Audit (IQPA)$24,860
Total administrative$251,056
The Qbe Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$9,759
Median for plans this size$4,294
2024$9,759 per active participant
2023$8,817 per active participant
2022$8,524 per active participant

Qbe Holdings, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20245
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$195,495
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$30,000
CLIFTONLARSONALLEN LLP · Accounting / audit$24,860
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$585

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Qbe Holdings, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$251,056 · 0.03%
2023$293,469 · 0.04%
2022$272,075 · 0.04%
Same employer
Similar plansFinance & Insurance · Wisconsin
Sentry Insurance Company WI$1.9B · 0.01%
Artisan Partners Holdings LP WI$387.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521147383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.