Plan Ledger DOL Form 5500 · updated monthly

Uw Provision Company Inc.401(k)

UW PROVISION COMPANY INC. 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Uw Provision Company Inc. reported $60,645 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,355 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 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,115th of 1,936), and 7,527th of 13,661 in manufacturing. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves; active participation has shrunk from 116 to 104 since 2022.

Plan summary
Net assets, end of year$13,594,573
Participants with balances137
Active participants104
Employer contributions$556,884
Employee contributions$447,466
Employer contribution per active participant$5,355
Average account balance$99,230
Benefits paid to participants$1,049,609
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 137 accts · $557K emplr
2023$12.4M · 154 accts · $509K emplr
2022$11.0M · 133 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,944
Total administrative$60,645
The Uw Provision Company Inc. 401(k) match · 2024
Employer contribution per active participant$5,355
Median for plans this size$2,416
2024$5,355 per active participant
2023$4,843 per active participant
2022$4,148 per active participant

Uw Provision Company Inc.'s 2024 employer contribution ran above the $2,416 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 · 20246
MORGAN STANLEY · Investment advisory (plan)$29,384
BLUE CHIP RETIREMENT PLANS INC. · Contract administrator$10,193
HAWKINS ASH CPAS LLP · Accounting / audit$8,200
EMPOWER ADVISORY GROUP, LLC · Investment management$3,248
MAP RETIREMENT INC. · Contract administrator$1,876

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$60,645 · 0.47%
2023$55,806 · 0.48%
2022$57,298 · 0.48%
Same employer
Similar plansManufacturing · Wisconsin
Printron Engravers, Inc. WI$13.8M · 0.53%
Bci Burke Company, LLC WI$13.8M · 0.30%
New Glarus Brewing Company WI$13.7M · 0.04%
R&B Grinding LLC WI$13.6M · 0.19%
Schwaab, Inc. WI$13.6M · 0.01%
Ace Ethanol WI$13.4M · 0.24%
Asyst Technologies L.P. WI$13.3M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390985822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.