Plan Ledger DOL Form 5500 · updated monthly

Titus Talent Strategies, LLC401(k)

TITUS TALENT STRATEGIES, LLC 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Titus Talent Strategies, LLC reported $39,704 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $3,368 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 0.86% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,514th of 1,936), and 9,229th of 11,654 in professional & technical services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has shrunk from 176 to 132 since 2022.

Plan summary
Net assets, end of year$6,445,676
Participants with balances137
Active participants132
Employer contributions$444,513
Employee contributions$770,501
Employer contribution per active participant$3,368
Average account balance$47,049
Benefits paid to participants$139,838
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 137 accts · $445K emplr
2023$4.7M · 121 accts · $485K emplr
2022$2.9M · 125 accts · $194K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$846
Investment management$38,858
Total administrative$39,704
The Titus Talent Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$3,368
Median for plans this size$1,313
2024$3,368 per active participant
2023$3,232 per active participant
2022$1,100 per active participant

Titus Talent Strategies, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
ELLENBECKER INVESTMENT GROUP, INC. · Investment advisory (participants) · Investment advisory (plan)$38,858

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$39,704 · 0.71%
2023$27,682 · 0.73%
2022$23,168 · 0.86%
Same employer
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Tribute Technology US LLC WI$6.7M · 0.63%
Harter's Quick Clean-Up WI$6.5M · 0.08%
Bizlab, Inc. WI$6.2M · 0.53%
Rausch Sturm LLP WI$5.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472456687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.