Plan Ledger DOL Form 5500 · updated monthly

Urus Group LP401(k)

URUS GROUP LP 401(K) RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Urus Group LP reported $166,698 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $1,580 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 0.06% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 165th-largest of 1,936 plans among Wisconsin employers on file, and the 23rd of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 1,164 to 1,777 since 2022.

Plan summary
Net assets, end of year$157,282,147
Participants with balances1,909
Active participants1,777
Employer contributions$2,807,376
Employee contributions$5,637,689
Employer contribution per active participant$1,580
Average account balance$82,390
Benefits paid to participants$15,780,969
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$157.3M · 1,909 accts · $2.8M emplr
2023$143.8M · 1,674 accts · $2.7M emplr
2022$133.6M · 1,661 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,922
Investment management$91,776
Total administrative$166,698
The Urus Group LP 401(k) match · 2024
Employer contribution per active participant$1,580
Median for plans this size$3,635
2024$1,580 per active participant
2023$2,432 per active participant
2022$2,082 per active participant

Urus Group LP'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 · 20242
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan)$88,571
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$74,972

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$166,698 · 0.11%
2023$75,458 · 0.05%
2022$93,952 · 0.06%
Same employer
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Fnc, Inc NE$170.0M · 0.00%
Fieldale Farms Corporation GA$164.2M · 0.31%
Aviagen, Inc. AL$162.7M · 0.03%
Mfa Incorporated MO$154.5M · 0.18%
Western Growers Association CA$145.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832013330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.