STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST · MADISON, WI · plan year 2025
Reported admin expense ratio · 2025
0.61%
Peer grade: B· admin costs + employer contributions vs same-size plans · how grading works
Strand Associates, Inc. reported $1,187,150 in plan administrative expenses for 2025: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $31,815 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 4 years on file its reported administrative ratio has held roughly steady near 0.61%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 135th-largest of 1,936 plans among Wisconsin employers on file, and the 808th of 11,654 in professional & technical services. active participation has grown from 454 to 510 since 2022.
Plan summary
Net assets, end of year$198,684,115
Participants with balances570
Active participants510
Employer contributions$16,225,676
Employee contributions—
Employer contribution per active participant$31,815
Employer contributions to the Strand Associates, Inc. plan · 2025
Employer contribution per active participant$31,815
Median for plans this size$4,093
2025$31,815 per active participant
2024$34,108 per active participant
2023$26,511 per active participant
2022$25,077 per active participant
Strand Associates, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Service providers · 20258
GENEVA CAPITAL MANAGEMENT · Investment management$305,687
KOVITZ INVESTMENT GROUP PARTNERS · Investment management$209,809
Source: U.S. Department of Labor, Form 5500 series, EIN 391020418 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.