Plan Ledger DOL Form 5500 · updated monthly

Wimmer Brothers Realty, Inc.401(k)

WIMMER BROTHERS SAVINGS & RETIREMENT PLAN · HALES CORNERS, WI · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Wimmer Brothers Realty, Inc. reported $54,561 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $931 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 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,525th of 1,936), and 3,717th of 5,337 in construction. In 2024, employees put in $3.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,228,990
Participants with balances170
Active participants191
Employer contributions$177,788
Employee contributions$629,028
Employer contribution per active participant$931
Average account balance$36,641
Benefits paid to participants$466,526
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSEN ALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 170 accts · $178K emplr
2023$5.1M · 224 accts · $183K emplr
2022$4.0M · 201 accts · $194K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,682
Investment management$1,479
Total administrative$54,561
The Wimmer Brothers Realty, Inc. 401(k) match · 2024
Employer contribution per active participant$931
Median for plans this size$1,313
2024$931 per active participant
2023$978 per active participant
2022$1,077 per active participant

Wimmer Brothers Realty, Inc.'s 2024 employer contribution ran below the $1,313 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
BLUE CHIP RETIREMENT PLANS INC. · Other services$1,400
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$83
NORTHWESTERN MUTUAL WEALTHindirect comp

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$54,561 · 0.97%
2023$40,721 · 0.90%
2022$40,747 · 1.00%
Similar plansConstruction · Wisconsin
Doral Corporation WI$7.3M · 0.01%
Adams Electric Inc. WI$6.3M · 1.68%
Suburban Drywall Inc WI$5.9M · 0.78%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391033618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.