Society of St. Vincent de Paul of Waukesha County, Inc.401(k)
ST. VINCENT DE PAUL WAUKESHA RETIREMENT SAVINGS PLAN · WAUKESHA, WI · plan year 2023
Society of St. Vincent de Paul of Waukesha County, Inc. reported $5,881 in plan administrative expenses for 2023: 0.80% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.31% to 0.80%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,903rd of 1,936), and 4,989th of 5,215 in retail trade.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 390909537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.