Plan Ledger DOL Form 5500 · updated monthly

Tribute Technology US LLC401(k)

TRIBUTE TECHNOLOGY US LLC 401(K) PLAN · MIDDLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Tribute Technology US LLC reported $36,979 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $3,393 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 0.07% to 0.63%. 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 (1,497th of 1,936), and 9,123rd of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,724,140
Participants with balances177
Active participants167
Employer contributions$566,709
Employee contributions$1,172,175
Employer contribution per active participant$3,393
Average account balance$37,989
Benefits paid to participants$1,184,402
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 177 accts · $567K emplr
2023$4.9M · 228 accts · $562K emplr
2022$3.8M · 178 accts · $498K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,979
Total administrative$36,979
The Tribute Technology US LLC 401(k) match · 2024
Employer contribution per active participant$3,393
Median for plans this size$1,313
2024$3,393 per active participant
2023$3,580 per active participant
2022$2,929 per active participant

Tribute Technology US 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$36,979
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect comp
AEGIS RETIREMENT PARTNERS, LLC · Other servicesindirect comp

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$36,979 · 0.63%
2023$40,940 · 0.94%
2022$2,375 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Capps LLC WI$7.0M · 0.10%
The Infosoft Group LLC WI$6.8M · 0.42%
Harter's Quick Clean-Up WI$6.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872353743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.