Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Management Company, In401(k)

WISCONSIN MANAGEMENT COMPANY, INC. 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Wisconsin Management Company, In reported $25,381 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $769 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,626th of 1,936), and 1,516th of 2,096 in real estate & leasing. In 2024, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,962,221
Participants with balances158
Active participants136
Employer contributions$104,617
Employee contributions$409,409
Employer contribution per active participant$769
Average account balance$31,406
Benefits paid to participants$125,416
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,082
Investment management$12,299
Total administrative$25,381
The Wisconsin Management Company, In 401(k) match · 2024
Employer contribution per active participant$769
Median for plans this size$1,313

Wisconsin Management Company, In'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 · 20242
ADP, INC. · Loan processing · Recordkeeping$13,082
SHEPHERD FINANCIAL INVEST. ADVISORY · Recordkeeping · Trustee$9,601

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$25,381 · 0.57%
Similar plansReal Estate & Leasing · Wisconsin
Pfefferle Companies, Inc. WI$5.4M · 0.84%
Uli Service LLC WI$5.2M · 0.93%
Decade Properties Inc WI$5.1M · 0.30%
Bevara, Inc. WI$4.5M · 1.03%
Amwood Homes Inc WI$3.0M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271570657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.