Plan Ledger DOL Form 5500 · updated monthly

Ruekert & Mielke, Inc.401(k)

RUEKERT & MIELKE, INC. PROFIT SHARING/ 401(K) TRUST · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ruekert & Mielke, Inc. reported $70,000 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,352 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 0.17% to 0.19%. 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 the 515th-largest of 1,936 plans among Wisconsin employers on file, and the 3,414th of 11,654 in professional & technical services. In 2024, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,428,565
Participants with balances143
Active participants100
Employer contributions$235,175
Employee contributions$937,901
Employer contribution per active participant$2,352
Average account balance$268,731
Benefits paid to participants$2,665,858
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.4M · 143 accts · $235K emplr
2023$35.4M · 145 accts · $259K emplr
2022$30.0M · 141 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,000
Total administrative$70,000
The Ruekert & Mielke, Inc. 401(k) match · 2024
Employer contribution per active participant$2,352
Median for plans this size$2,416
2024$2,352 per active participant
2023$2,334 per active participant
2022$1,842 per active participant

Ruekert & Mielke, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$70,000
SAGEVIEW ADVISORY CONSULTING GROUP · Investment advisory (plan)indirect comp

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$70,000 · 0.19%
2023$59,566 · 0.18%
2022$57,105 · 0.17%
Same employer
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Donohue & Associates Inc WI$39.2M · 0.16%
Cma/Flodyne/Hydradyne, Inc. WI$37.8M · 0.38%
McMahon Associates, Inc. WI$37.2M · 0.33%
Kerberrose S.C. WI$37.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390908882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.