Plan Ledger DOL Form 5500 · updated monthly

Raymond Management Company, Inc.401(k)

RAYMOND RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Raymond Management Company, Inc. reported $78,291 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $204 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 0.54% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 914th-largest of 1,936 plans among Wisconsin employers on file, and the 330th of 2,240 in accommodation & food services. In 2024, employees put in $7.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,393,938
Participants with balances825
Active participants950
Employer contributions$194,203
Employee contributions$1,374,074
Employer contribution per active participant$204
Average account balance$22,296
Benefits paid to participants$1,382,333
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 825 accts · $194K emplr
2023$15.9M · 804 accts · $191K emplr
2022$13.0M · 752 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,261
Audit (IQPA)$12,030
Total administrative$78,291
The Raymond Management Company, Inc. 401(k) match · 2024
Employer contribution per active participant$204
Median for plans this size$2,416
2024$204 per active participant
2023$190 per active participant
2022$188 per active participant

Raymond Management Company, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Participant communication$66,261
WIPFLI · Accounting / audit$12,030
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$78,291 · 0.46%
2023$65,995 · 0.46%
2022$76,425 · 0.54%
Same employer
Similar plansAccommodation & Food Services · Wisconsin
The Marcus Corporation WI$125.4M · 0.15%
Fsi, Inc. WI$8.8M · 0.19%
Valley Management, Inc. WI$8.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391424051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.