Plan Ledger DOL Form 5500 · updated monthly

Streamworks, LLC401(k)

STREAMWORKS SAVINGS & RETIREMENT PLAN · LITTLE CHUTE, WI · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Streamworks, LLC reported $35,694 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $702 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 0.31%. 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 among the smaller plans on file in Wisconsin (1,157th of 1,936), and the 1,442nd of 3,341 in other services. In 2024, employees put in $8.61 for every $1.00 the employer contributed; active participation has shrunk from 168 to 138 since 2022.

Plan summary
Net assets, end of year$12,576,685
Participants with balances191
Active participants138
Employer contributions$96,821
Employee contributions$833,259
Employer contribution per active participant$702
Average account balance$65,847
Benefits paid to participants$305,904
Plan auditUnmodified (clean) audit opinion
AuditorCOPELAND BUHL & COMPANY PLLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 191 accts · $97K emplr
2023$10.6M · 202 accts · $109K emplr
2022$8.9M · 209 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,394
Total administrative$35,694
The Streamworks, LLC 401(k) match · 2024
Employer contribution per active participant$702
Median for plans this size$2,416
2024$702 per active participant
2023$744 per active participant
2022$643 per active participant

Streamworks, LLC'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 · 20244
EMPOWER ADVISORY GROUP · Investment management$2,356
RETIREMENT STRATEGIES, LLC · Contract administrator · Consulting$300
EQUITABLE ADVISORSindirect comp

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

Administrative cost history3
2024$35,694 · 0.31%
2023$27,712 · 0.28%
2022$27,209 · 0.30%
Same employer
Similar plansOther Services · Wisconsin
Triosim Corporation WI$12.7M · 0.16%
Rawhide, Inc. WI$10.1M · 0.63%
L.T. Hampel Corp WI$9.0M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462935717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.