Plan Ledger DOL Form 5500 · updated monthly

The Board of Trustees of the Wisconsin Masons 401(K) Plan and Trust401(k)

WISCONSIN MASONS 401(K) PLAN AND TRUST · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.56%

The Board of Trustees of the Wisconsin Masons 401(K) Plan and Trust reported $148,098 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. 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 0.53% to 0.56%. 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 680th-largest of 1,936 plans among Wisconsin employers on file, and 2,564th of 4,798 in finance & insurance. active participation has grown from 646 to 811 since 2022.

Plan summary
Net assets, end of year$27,258,084
Participants with balances865
Active participants811
Employer contributions—
Employee contributions$1,397,175
Employer contribution per active participant—
Average account balance$31,512
Benefits paid to participants$1,837,068
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.3M · 865 accts
2023$25.3M · 736 accts
2022$23.0M · 695 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,916
Investment management$67,219
Audit (IQPA)$13,156
Trustee / custodial$2,358
Total administrative$148,098
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
EMPOWER ANNUITY INSURANCE · Trustee$40,887
REINHART BOERNER VAN DEUREN S.C. · Legal$29,664
BENESYS, INC. · Contract administrator$18,916
PENSION GROUP FINANCIAL GROUP LLC · Investment advisory (plan)$15,763
SIKICH CPA LLC · Accounting / audit$13,156
THE PREVIANT LAW FIRM · Legal$8,619

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$148,098 · 0.56%
2023$131,460 · 0.54%
2022$123,458 · 0.53%
Similar plansFinance & Insurance · Wisconsin
Ansay & Associates, LLC WI$30.1M · 0.24%
Catholic Financial Life WI$30.1M · 0.22%
Peoples State Bank WI$26.4M · 0.26%
Monona Bank WI$26.3M · 0.38%
Park Bank WI$25.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 392008571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.