Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Education Association Council401(k)

WISCONSIN EDUCATION ASSOCIATION COUNCIL PROFESSIONAL AND ASSOCIATE STAFF RETIREMENT AND 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Wisconsin Education Association Council reported $58,971 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $19,353 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 0.15%. 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 the 511th-largest of 1,936 plans among Wisconsin employers on file, and the 562nd of 3,341 in other services. In 2024, the employer put in $2.35 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,850,089
Participants with balances104
Active participants42
Employer contributions$812,819
Employee contributions$346,064
Employer contribution per active participant$19,353
Average account balance$373,559
Benefits paid to participants$3,804,464
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 104 accts · $813K emplr
2023$37.3M · 113 accts · $775K emplr
2022$33.0M · 117 accts · $737K emplr
Administrative expenses, itemized · 2024
Investment management$58,971
Total administrative$58,971
The Wisconsin Education Association Council 401(k) match · 2024
Employer contribution per active participant$19,353
Median for plans this size$2,416
2024$19,353 per active participant
2023$19,377 per active participant
2022$17,978 per active participant

Wisconsin Education Association Council'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 · 20242
ALPHA INVESTMENT CONSULTING GROUP · Investment advisory (plan)$31,961

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$58,971 · 0.15%
2023$56,527 · 0.16%
2022$57,061 · 0.16%
Similar plansOther Services · Wisconsin
Itu Absorbtech, Inc WI$49.3M · 0.03%
Ablelight Inc. WI$30.0M · 0.81%
Delta Defense, LLC WI$28.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391169160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.