Plan Ledger DOL Form 5500 · updated monthly

Rausch Sturm LLP401(k)

RAUSCH STURM LLP 401(K) PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Rausch Sturm LLP reported $7,110 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $498 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 0.17% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,548th of 1,936), and 9,437th of 11,654 in professional & technical services. In 2024, employees put in $8.05 for every $1.00 the employer contributed; active participation has shrunk from 218 to 133 since 2022.

Plan summary
Net assets, end of year$5,905,432
Participants with balances212
Active participants133
Employer contributions$66,269
Employee contributions$533,450
Employer contribution per active participant$498
Average account balance$27,856
Benefits paid to participants$917,074
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 212 accts · $66K emplr
2023$5.5M · 291 accts · $75K emplr
2022$4.8M · 347 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,110
Total administrative$7,110
The Rausch Sturm LLP 401(k) match · 2024
Employer contribution per active participant$498
Median for plans this size$1,313
2024$498 per active participant
2023$561 per active participant
2022$496 per active participant

Rausch Sturm LLP's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$4,999

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$7,110 · 0.12%
2023$8,222 · 0.16%
2022$9,343 · 0.17%
Similar plansProfessional & Technical Services · Wisconsin
Bizlab, Inc. WI$6.2M · 0.53%
Inoc Inc. WI$5.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263895255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.