Plan Ledger DOL Form 5500 · updated monthly

Ramaker & Associates, Inc.401(k)

RAMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST · SAUK CITY, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Ramaker & Associates, Inc. reported $35,996 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,394 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 0.21% to 0.27%. 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 (1,085th of 1,936), and 6,764th of 11,654 in professional & technical services. In 2024, employees put in $3.80 for every $1.00 the employer contributed; active participation has shrunk from 109 to 88 since 2022.

Plan summary
Net assets, end of year$14,224,766
Participants with balances123
Active participants88
Employer contributions$210,653
Employee contributions$801,131
Employer contribution per active participant$2,394
Average account balance$115,649
Benefits paid to participants$1,181,992
Plan auditDisclaimer of opinion
AuditorMEICHER CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 123 accts · $211K emplr
2023$12.6M · 135 accts · $206K emplr
2022$10.6M · 131 accts · $195K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,410
Investment management$27,820
Trustee / custodial$6,766
Total administrative$35,996
The Ramaker & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,394
Median for plans this size$2,416
2024$2,394 per active participant
2023$1,942 per active participant
2022$1,786 per active participant

Ramaker & Associates, Inc.'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
TPC QUALIFIED PLANS LLC · Recordkeeping · Consulting$1,410
THOMPSON INVESTMENT · Investment advisory (participants) · Investment advisory (plan)$27,064
MID ATLANTIC TRUST COMPANY · Trustee$6,766

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

Recordkeeper by year2
2024TPC QUALIFIED PLANS LLC
2023TPC QUALIFIED PLANS LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$35,996 · 0.27%
2023$27,503 · 0.24%
2022$23,488 · 0.21%
All plans at this employer2
RAMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)
RAMAKER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 391739045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.