Plan Ledger DOL Form 5500 · updated monthly

Secura Insurance Company401(k)

SECURA EMPLOYEES' SALARY SAVINGS PLAN · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Secura Insurance Company reported $97,605 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,321 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 3 years on file its reported administrative ratio has held roughly steady near 0.054%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 138th-largest of 1,936 plans among Wisconsin employers on file, and the 594th of 4,798 in finance & insurance. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$192,677,000
Participants with balances1,279
Active participants1,063
Employer contributions$4,593,360
Employee contributions$9,548,147
Employer contribution per active participant$4,321
Average account balance$150,647
Benefits paid to participants$18,702,577
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$192.7M · 1,279 accts · $4.6M emplr
2023$170.7M · 1,321 accts · $4.3M emplr
2022$138.9M · 1,270 accts · $3.7M emplr
The Secura Insurance Company 401(k) match · 2024
Employer contribution per active participant$4,321
Median for plans this size$3,635
2024$4,321 per active participant
2023$3,914 per active participant
2022$3,455 per active participant

Secura Insurance Company's 2024 employer contribution ran above the $3,635 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$47,903
VANGUARD ADVISERS INC. · Investment advisory (participants)$39,137
CLIFTON LARSON ALLEN LLP · Accounting / audit$13,125

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$97,605 · 0.05%
2023$71,860 · 0.05%
2022$78,183 · 0.05%
Same employer
Similar plansFinance & Insurance · Wisconsin
Artisan Partners Holdings LP WI$387.6M · 0.00%
First Mid Bancshares, Inc. WI$172.6M · 0.01%
Nicolet National Bank WI$148.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390355180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.