Plan Ledger DOL Form 5500 · updated monthly

The Baraboo Bancorporation, Inc.401(k)

THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN · BARABOO, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Baraboo Bancorporation, Inc. reported $4,366 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,405 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 0.025% to 0.023%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 863rd-largest of 1,936 plans among Wisconsin employers on file, and 3,072nd of 4,798 in finance & insurance. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,862,265
Participants with balances141
Active participants89
Employer contributions$303,083
Employee contributions$591,409
Employer contribution per active participant$3,405
Average account balance$140,867
Benefits paid to participants$1,078,239
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.9M · 141 accts · $303K emplr
2023$18.0M · 140 accts · $283K emplr
2022$15.5M · 139 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,588
Investment management$778
Total administrative$4,366
The The Baraboo Bancorporation, Inc. 401(k) match · 2024
Employer contribution per active participant$3,405
Median for plans this size$2,416
2024$3,405 per active participant
2023$3,175 per active participant
2022$4,479 per active participant

The Baraboo Bancorporation, Inc.'s 2024 employer contribution ran above 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 · 20242
EPIC ADVISORS, INC · Recordkeeping$3,588
CHARLES SCHWAB TRUST BANK · Custodial (securities)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
2024EPIC ADVISORS, INC
2023EPIC ADVISORS, INC

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

Administrative cost history3
2024$4,366 · 0.02%
2023$4,366 · 0.03%
2022$4,240 · 0.02%
Similar plansFinance & Insurance · Wisconsin
Citizens Bank WI$22.2M · 0.22%
Vizance, Inc. WI$20.6M · 0.50%
T.I.C., Inc. WI$20.4M · 0.33%
Betterlife WI$19.0M · 0.18%
Blackhawk Bank WI$18.5M · 0.25%
Inlanta Mortgage, Inc WI$18.5M · 0.45%
The Retirement Advantage WI$17.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391434200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.