Plan Ledger DOL Form 5500 · updated monthly

Western Dairyland Economic Opportunity Council, Inc.401(k)

WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC. RETIREMENT PLAN · INDEPENDENCE, WI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Western Dairyland Economic Opportunity Council, Inc. reported $58,572 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,335 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 0.50% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,207th of 1,936), and the 1,535th of 3,341 in other services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,382,251
Participants with balances209
Active participants169
Employer contributions$394,564
Employee contributions$685,479
Employer contribution per active participant$2,335
Average account balance$54,461
Benefits paid to participants$669,085
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 209 accts · $395K emplr
2023$9.8M · 204 accts · $358K emplr
2022$8.9M · 225 accts · $362K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,686
Investment management$25,386
Audit (IQPA)$7,500
Total administrative$58,572
The Western Dairyland Economic Opportunity Council, Inc. 401(k) match · 2024
Employer contribution per active participant$2,335
Median for plans this size$2,416
2024$2,335 per active participant
2023$2,239 per active participant
2022$2,131 per active participant

Western Dairyland Economic Opportunity Council, Inc.'s 2024 employer contribution ran below 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 · 20243
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$25,386
HAWKINS ASH CPAS · Accounting / audit$7,500

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$58,572 · 0.55%
2023$43,803 · 0.47%
2022$47,964 · 0.50%
Same employer
Similar plansOther Services · Wisconsin
Triosim Corporation WI$12.7M · 0.16%
Streamworks, LLC WI$12.6M · 0.31%
Rawhide, Inc. WI$10.1M · 0.63%
L.T. Hampel Corp WI$9.0M · 0.76%
Milwaukee Rescue Mission WI$8.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391076993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.