Plan Ledger DOL Form 5500 · updated monthly

Vierbicher Associates, Inc.401(k)

VIERBICHER ASSOCIATES, INC. 401(K) PLAN · REEDSBURG, WI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Vierbicher Associates, Inc. reported $71,517 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $3,189 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 928th-largest of 1,936 plans among Wisconsin employers on file, and 5,901st of 11,654 in professional & technical services. In 2024, employees put in $3.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,076,096
Participants with balances142
Active participants110
Employer contributions$350,781
Employee contributions$1,097,109
Employer contribution per active participant$3,189
Average account balance$127,296
Benefits paid to participants$538,690
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,753
Investment management$54,764
Total administrative$71,517
The Vierbicher Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,189
Median for plans this size$2,416

Vierbicher Associates, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
GALLAGHER BENEFIT SERVICES · Investment advisory (plan)$50,709
EMPOWER ADVISORY GROUP, LLC · Investment management$4,056
PREMIER RETIREMENT PARTNERS · Contract administrator$400

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$71,517 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Afry USA LLC WI$19.3M · 0.40%
Hupy and Abraham, S.C. WI$18.4M · 0.60%
Acieta LLC WI$18.1M · 0.21%
Redox, Inc. WI$16.7M · 0.26%
Sonic Foundry, Inc. WI$16.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391366289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.