Plan Ledger DOL Form 5500 · updated monthly

The Boucher Group, Inc.401(k)

THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN · GREENFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The Boucher Group, Inc. reported $24,701 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $302 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 0.02% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 419th-largest of 1,936 plans among Wisconsin employers on file, and the 647th of 5,215 in retail trade. In 2024, employees put in $8.06 for every $1.00 the employer contributed; active participation has grown from 856 to 953 since 2022.

Plan summary
Net assets, end of year$50,310,374
Participants with balances478
Active participants953
Employer contributions$287,818
Employee contributions$2,319,162
Employer contribution per active participant$302
Average account balance$105,252
Benefits paid to participants$1,827,672
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 478 accts · $288K emplr
2023$42.7M · 491 accts · $278K emplr
2022$35.9M · 538 accts · $282K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,701
Investment management$20,000
Total administrative$24,701
The The Boucher Group, Inc. 401(k) match · 2024
Employer contribution per active participant$302
Median for plans this size$2,416
2024$302 per active participant
2023$312 per active participant
2022$329 per active participant

The Boucher Group, Inc.'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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$4,701
FRANCIS, LLC · Consulting · Insurance services$20,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$24,701 · 0.05%
2023$5,783 · 0.01%
2022$8,175 · 0.02%
Same employer
Similar plansRetail Trade · Wisconsin
Wall Family Enterprise Inc. WI$77.1M · 0.24%
Complete Office, LLC WI$73.9M · 0.02%
Csm Companies, Inc WI$61.4M · 0.25%
Steinhafels Inc. WI$51.6M · 0.32%
Shoptikal WI$46.0M · 0.07%
Duluth Holdings Inc. WI$44.3M · 0.43%
Batteries Plus, LLC WI$41.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391607079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.