Plan Ledger DOL Form 5500 · updated monthly

Stockbridge-Munsee Community401(k)

STOCKBRIDGE-MUNSEE COMMUNITY ENTERPRISE 401(K) PLAN · BOWLER, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Stockbridge-Munsee Community reported $17,299 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $920 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 0.12% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other public administration employers. By assets it is among the smaller plans on file in Wisconsin (1,226th of 1,936), and 47th of 90 in public administration. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has shrunk from 385 to 273 since 2022.

Plan summary
Net assets, end of year$11,033,708
Participants with balances399
Active participants273
Employer contributions$251,238
Employee contributions$597,978
Employer contribution per active participant$920
Average account balance$27,653
Benefits paid to participants$1,069,635
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 399 accts · $251K emplr
2023$10.3M · 379 accts · $248K emplr
2022$9.0M · 360 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,925
Total administrative$17,299
The Stockbridge-Munsee Community 401(k) match · 2024
Employer contribution per active participant$920
Median for plans this size$2,416
2024$920 per active participant
2023$781 per active participant
2022$595 per active participant

Stockbridge-Munsee Community'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
SENTINEL BENEFITS GROUP, LLC · Recordkeeping · Loan processing$11,325

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$17,299 · 0.16%
2023$9,973 · 0.10%
2022$12,326 · 0.12%
Same employer
Similar plansPublic Administration · Wisconsin
Oneida Nation WI$43.3M · 0.33%
Bay Mills Indian Community MI$12.2M · 0.29%
Quinault Corporate WA$10.6M · 0.90%
Tqi Solutions, Inc. VA$10.0M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391145449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.