Plan Ledger DOL Form 5500 · updated monthly

Stratford Homes Limited Partnership401(k)

STRATFORD HOMES 401(K) PLAN · STRATFORD, WI · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Stratford Homes Limited Partnership reported $42,784 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $700 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 0.33% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,460th of 1,936), and 3,491st of 5,337 in construction. In 2024, employees put in $5.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,444,249
Participants with balances130
Active participants131
Employer contributions$91,749
Employee contributions$486,633
Employer contribution per active participant$700
Average account balance$57,263
Benefits paid to participants$1,051,009
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 130 accts · $92K emplr
2023$7.1M · 129 accts · $82K emplr
2022$6.3M · 100 accts · $62K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,284
Investment management$10,000
Audit (IQPA)$13,500
Total administrative$42,784
The Stratford Homes Limited Partnership 401(k) match · 2024
Employer contribution per active participant$700
Median for plans this size$1,313
2024$700 per active participant
2023$625 per active participant
2022$520 per active participant

Stratford Homes Limited Partnership's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$19,284
WIPFLI LLP · Accounting / audit$13,500
THE HAYS FINANCIAL GROUP · Investment advisory (plan)$10,000
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$42,784 · 0.59%
2023$41,396 · 0.62%
2022$22,946 · 0.33%
Similar plansConstruction · Wisconsin
Window Solutions, Inc. WI$9.5M · 1.37%
Waunakee Remodeling, Inc. WI$7.9M · 0.43%
Doral Corporation WI$7.3M · 0.01%
Adams Electric Inc. WI$6.3M · 1.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391649158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.