Retirement plan

BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN

Name: BORGELT, POWELL, PETERSON & FRAUEN, S.C. - BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN (2025) Form 5500
Creator: BORGELT, POWELL, PETERSON & FRAUEN, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN, BORGELT, POWELL, PETERSON & FRAUEN, S.C.

BORGELT, POWELL, PETERSON & FRAUEN, S.C.EIN 39-1233261Plan #002PY 2025

1243 NORTH 10TH STREET, STE 300 - MILWAUKEE, WI 53205414-276-3600borgelt.comLinkedIn11-50 employeeslaw practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$25M

+9.1% from 2024

Total participants

+10.2% from 2024

Average account balance

$445,662

+14.9% from 2024

Annual return

13.41%

+0.93 pp from 2024

Benchmarks

See 3,532 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort3,532 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$24.96M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$446K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

147.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$577K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$27948

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$41187 / participant

Other / not subdivided$2M100.0%

% of EOY assets

6.271%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$445,662

$107,421+314.9%

$182,262+144.5%

$94,015+374.0%

Participation rate

76.3%

77.8%-1.5pp

84.2%-7.9pp

70.8%+5.5pp

Annual return

13.41%

21.32%-7.9pp

140.60%-127.2pp

17.84%-4.4pp

Employer contribution / active EE

$5,254

$3,448+52.4%

$5,046+4.1%

$2,790+88.3%

Participant deferral / active EE

$9,928

$6,558+51.4%

$8,276+19.9%

$4,249+133.6%

Admin fee / account holder

$27,948

$8,692+221.5%

$16,712+67.2%

$8,951+212.2%

BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion