Plan Ledger DOL Form 5500 · updated monthly

Unlimited Services of Wisconsin, Inc.401(k)

UNLIMITED SERVICES, INC. RETIREMENT SAVINGS PLAN · OCONTO, WI · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Unlimited Services of Wisconsin, Inc. reported $38,946 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $1,411 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 3 years on file its reported administrative ratio has held roughly steady near 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,573rd of 1,936), and 10,880th of 13,661 in manufacturing. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,622,266
Participants with balances113
Active participants154
Employer contributions$217,274
Employee contributions$416,143
Employer contribution per active participant$1,411
Average account balance$49,755
Benefits paid to participants$577,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 113 accts · $217K emplr
2023$4.8M · 125 accts · $220K emplr
2022$4.6M · 123 accts · $214K emplr
The Unlimited Services of Wisconsin, Inc. 401(k) match · 2024
Employer contribution per active participant$1,411
Median for plans this size$1,313
2024$1,411 per active participant
2023$1,386 per active participant
2022$1,332 per active participant

Unlimited Services of Wisconsin, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
JOHNSON FINANCIAL GROUP · Investment advisory (plan)$15,589

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$38,946 · 0.75%
2023$34,531 · 0.74%
2022$35,049 · 0.72%
Same employer
Similar plansManufacturing · Wisconsin
Valley Sales Corporation WI$5.8M · 0.01%
Htt, Inc. WI$5.6M · 0.68%
Go Macro, LLC WI$5.5M · 0.59%
Torginol, Inc. WI$5.5M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391417867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.