Plan Ledger DOL Form 5500 · updated monthly

Share Corporation401(k)

SHARE CORPORATION 401(K) RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Share Corporation reported $66,554 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $782 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 0.275%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 722nd-largest of 1,936 plans among Wisconsin employers on file, and the 5,044th of 13,661 in manufacturing. In 2024, employees put in $6.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,600,019
Participants with balances202
Active participants233
Employer contributions$182,134
Employee contributions$1,181,435
Employer contribution per active participant$782
Average account balance$126,733
Benefits paid to participants$2,181,781
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS SC
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 202 accts · $182K emplr
2023$22.9M · 207 accts · $170K emplr
2022$19.2M · 221 accts · $170K emplr
The Share Corporation 401(k) match · 2024
Employer contribution per active participant$782
Median for plans this size$2,416
2024$782 per active participant
2023$750 per active participant
2022$721 per active participant

Share Corporation'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 · 20241
JOHN HANCOCK LIFE INSURANCE USA · Recordkeeping · Investment management$1,116

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$66,554 · 0.27%
2023$59,845 · 0.28%
2022$56,136 · 0.27%
Same employer
Similar plansManufacturing · Wisconsin
Enercon Industries, Inc. WI$26.1M · 0.19%
Primex Inc. WI$25.7M · 0.19%
R&L Spring Company WI$25.7M · 0.28%
Corporate Group, Inc. WI$24.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391142958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.