RHD Plumbing, Inc. Safe Harbor 401(K) Plan in Windsor, WI paid the 11th-highest investment advisory and management fees ($17,110) of the 109 plans within 50 miles that are a single-employer plan. Those $17,110 compare to an average of $4,348 across the 109 plans.
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Only RHD Plumbing, Inc. Safe Harbor 401(K) Plan in Windsor, WI is in that area
RHD Plumbing, Inc. Safe Harbor 401(K) Plan in Windsor, WI paid the 11th-highest investment advisory and management fees ($17,110) of the 109 plans within 50 miles that are a single-employer plan. Those $17,110 compare to an average of $4,348 and standard deviation of $8,222 across the 109 plans.
Peers
better than Ixonia Bank 401(K) Savings Plan in Ixonia, WI ($38,264), Lad Lake 401(K) Plan in Dousman, WI ($28,159), Evergreen Healthcare Partners, Inc. 401(K) Plan in Middleton, WI ($27,948), and TPC Qualified Plans LLC Retirement Savings Plan in Monticello, WI ($27,923), and 6 others, ending with CPT Retirement Plan in Janesville, WI ($18,318).
exceeded Sielaff Corporation 401(K) Plan in Mineral Point, WI ($16,331), Create A Pack Foods, Inc. Profit Sharing Plan and Trust in Ixonia, WI ($15,964), Viking Village, Inc Employees 401(K) Profit Sharing Plan in Reedsburg, WI ($14,100), and Cherry Tree Dental LLC 401(K) Profit Sharing Plan & Trust in Madison, WI ($13,941), and 94 others, ending with BCP Transportation, Inc. 401(K) Retirement Savings Plan in Deerfield, WI ($0).
References
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investment advisory and management fees. Lower values are better. From Line 2i(3), Schedule H. The total fees paid (or in the case of accrual basis plans, costs incurred during the plan year but not paid as of the end of the plan year) to an individual, partnership or corporation (or other person) for advice to the plan relating to its investment portfolio. These may include fees paid to manage the plan’s investments, fees for specific advice on a particular investment, and fees for the evaluation for the plan’s investment performance. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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are plan type. A plan is a multiemployer plan if: (a) more than one employer is required to contribute, (b) the plan is maintained pursuant to one or more collective bargaining agreements between one or more employee organizations and more than one employer; (c) an election under Code section 414(f)(5) and ERISA section 3(37)(E) has not been made; and (d) the plan meets any other applicable conditions of 29 CFR 2510.3-37. A single-employer plan for this Form 5500 reporting purpose is an employee benefit plan maintained by one employer or one employee organization. A multiple-employer plan is a plan that is maintained by more than one employer and is not one of the plans already described. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.