Plan Ledger DOL Form 5500 · updated monthly

State Bar of Wisconsin401(k)

STATE BAR OF WISCONSIN SAVINGS PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

State Bar of Wisconsin reported $26,784 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $5,265 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 0.127%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 801st-largest of 1,936 plans among Wisconsin employers on file, and the 977th of 3,341 in other services. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,213,044
Participants with balances118
Active participants81
Employer contributions$426,434
Employee contributions$575,884
Employer contribution per active participant$5,265
Average account balance$188,246
Benefits paid to participants$2,169,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 118 accts · $426K emplr
2023$19.9M · 121 accts · $411K emplr
2022$17.3M · 120 accts · $412K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,623
Investment management$6,161
Total administrative$26,784
The State Bar of Wisconsin 401(k) match · 2024
Employer contribution per active participant$5,265
Median for plans this size$2,416
2024$5,265 per active participant
2023$5,075 per active participant
2022$5,152 per active participant

State Bar of Wisconsin's 2024 employer contribution ran above the $2,416 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$20,623
ONEAMERICA INVESTMENT ADVISORY SVCS · Investment advisory (plan)$6,161
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$26,784 · 0.13%
2023$21,931 · 0.12%
2022$26,107 · 0.13%
Same employer
Similar plansOther Services · Wisconsin

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Source: U.S. Department of Labor, Form 5500 series, EIN 390807061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.