Plan Ledger DOL Form 5500 · updated monthly

Von Briesen & Roper, S.C.401(k)

VON BRIESEN & ROPER S.C.401(K) PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Von Briesen & Roper, S.C. reported $119,324 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $15,854 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 fell from 0.13% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 155th-largest of 1,936 plans among Wisconsin employers on file, and the 931st of 11,654 in professional & technical services. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$171,249,075
Participants with balances422
Active participants300
Employer contributions$4,756,229
Employee contributions$3,264,095
Employer contribution per active participant$15,854
Average account balance$405,803
Benefits paid to participants$8,510,515
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$171.2M · 422 accts · $4.8M emplr
2023$149.3M · 454 accts · $4.0M emplr
2022$134.4M · 451 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,324
Investment management$45,000
Total administrative$119,324
The Von Briesen & Roper, S.C. 401(k) match · 2024
Employer contribution per active participant$15,854
Median for plans this size$3,635
2024$15,854 per active participant
2023$13,601 per active participant
2022$11,448 per active participant

Von Briesen & Roper, S.C.'s 2024 employer contribution ran above the $3,635 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 · 20242
TRANSMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$74,324
GLOBAL RETIREMENT PARTNERS, LLC · Consulting$45,000

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

Recordkeeper by year2
2024TRANSMERICA RETIREMENT SOLUTIONS
2023TRANSMERICA RETIREMENT SOLUTIONS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$119,324 · 0.07%
2023$84,583 · 0.06%
2022$200,324 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Strand Associates, Inc. WI$198.7M · 0.61%
Foth & van Dyke, LLC WI$177.8M · 0.11%
Johnson Outdoors Inc. WI$173.1M · 0.13%
Dewitt LLP WI$145.1M · 0.22%
4IMPRINT, Inc. WI$105.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391576289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.