Plan Ledger DOL Form 5500 · updated monthly

Suburban Enterprises, Inc.401(k) + ESOP (KSOP)

SUBURBAN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Suburban Enterprises, Inc. reported $120,311 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,811 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 fell from 0.63% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 637th-largest of 1,936 plans among Wisconsin employers on file, and the 4,172nd of 11,654 in professional & technical services. In 2024, employees put in $3.51 for every $1.00 the employer contributed; active participation has grown from 153 to 222 since 2022.

Plan summary
Net assets, end of year$30,080,772
Participants with balances231
Active participants222
Employer contributions$402,128
Employee contributions$1,411,208
Employer contribution per active participant$1,811
Average account balance$130,220
Benefits paid to participants$2,842,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.1M · 231 accts · $402K emplr
2023$26.9M · 206 accts · $386K emplr
2022$21.4M · 211 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,670
Investment management$27,699
Audit (IQPA)$17,850
Total administrative$120,311
The Suburban Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,811
Median for plans this size$2,416
2024$1,811 per active participant
2023$1,814 per active participant
2022$2,068 per active participant

Suburban Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20246
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$46,670
ANNEX WEALTH MANAGEMENT · Investment management$27,699
CLIFTONLARSONALLEN LLP · Accounting / audit$17,850
BUILT VALUATIONS · Valuation$15,000
REINHART BOERNER VAN DEUREN S.C. · Legal$13,092
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)indirect 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$120,311 · 0.42%
2023$129,521 · 0.54%
2022$122,022 · 0.63%
Same employer
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Wegner Cpas, LLP WI$32.2M · 0.39%
Birdsall Voss & Assc, Inc. WI$31.3M · 0.02%
Baisch Engineering Inc. WI$30.4M · 0.30%
Hammes Company LLC WI$29.9M · 0.01%
Laughlin / Constable, Inc. WI$29.8M · 0.27%
Metastar, Inc. WI$27.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391186528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.