Plan Ledger DOL Form 5500 · updated monthly

Reinhart Boerner van Deuren, S.C.401(k)

REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Reinhart Boerner van Deuren, S.C. reported $162,364 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $19,362 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 0.05% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 105th-largest of 1,936 plans among Wisconsin employers on file, and the 548th of 11,654 in professional & technical services. In 2024, the employer put in $1.53 for every $1.00 employees contributed themselves; active participation has grown from 301 to 349 since 2022.

Plan summary
Net assets, end of year$308,384,494
Participants with balances526
Active participants349
Employer contributions$6,757,312
Employee contributions$4,431,010
Employer contribution per active participant$19,362
Average account balance$586,282
Benefits paid to participants$25,283,084
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$308.4M · 526 accts · $6.8M emplr
2023$278.8M · 518 accts · $6.1M emplr
2022$240.9M · 495 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,346
Investment management$98,750
Audit (IQPA)$29,268
Total administrative$162,364
The Reinhart Boerner van Deuren, S.C. 401(k) match · 2024
Employer contribution per active participant$19,362
Median for plans this size$4,294
2024$19,362 per active participant
2023$18,451 per active participant
2022$18,325 per active participant

Reinhart Boerner van Deuren, S.C.'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 · 20244
FRANCIS LLC · Investment advisory (participants) · Investment advisory (plan)$98,750
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,346
CLIFTON LARSON ALLEN · Accounting / audit$21,263
MILLIMAN, INC. · Accounting / audit$8,005

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$162,364 · 0.06%
2023$172,505 · 0.07%
2022$138,907 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Wipfli LLP WI$810.7M · 0.03%
Quarles & Brady LLP WI$594.3M · 0.06%
Godfrey & Kahn, S.C. WI$255.2M · 0.07%
Mead & Hunt, Inc. WI$236.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391126909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.