Plan Ledger DOL Form 5500 · updated monthly

Total Administrative Services Corporation401(k)

TASC 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Total Administrative Services Corporation reported $67,370 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,648 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 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 311th-largest of 1,936 plans among Wisconsin employers on file, and the 1,998th of 11,654 in professional & technical services. In 2024, employees put in $3.71 for every $1.00 the employer contributed; active participation has shrunk from 832 to 687 since 2022.

Plan summary
Net assets, end of year$72,465,554
Participants with balances918
Active participants687
Employer contributions$1,132,202
Employee contributions$4,201,656
Employer contribution per active participant$1,648
Average account balance$78,939
Benefits paid to participants$7,043,384
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.5M · 918 accts · $1.1M emplr
2023$64.9M · 976 accts · $1.1M emplr
2022$56.5M · 1,255 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,166
Investment management$39,370
Audit (IQPA)$15,834
Total administrative$67,370
The Total Administrative Services Corporation 401(k) match · 2024
Employer contribution per active participant$1,648
Median for plans this size$3,635
2024$1,648 per active participant
2023$1,513 per active participant
2022$1,394 per active participant

Total Administrative Services Corporation's 2024 employer contribution ran below the $3,635 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$39,370
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,166
BAKER TILLY US, LLC · Accounting / audit$10,500
BAKER TILLY US, LLP · Accounting / audit$5,334

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$67,370 · 0.10%
2023$65,581 · 0.11%
2022$72,894 · 0.12%
Similar plansProfessional & Technical Services · Wisconsin
Excel Engineering, Inc. WI$80.5M · 0.00%
Ayres Associates Inc. WI$80.3M · 0.08%
Graef-Usa Inc. WI$77.8M · 0.20%
Derse Inc WI$72.2M · 0.21%
Boardman & Clark LLP WI$71.3M · 0.12%
Zywave, Inc. WI$66.0M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390557640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.