Plan Ledger DOL Form 5500 · updated monthly

Air Wisconsin Airlines LLC401(k)

AIR WISCONSIN PILOTS 401(K) PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Air Wisconsin Airlines LLC reported $107,591 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,992 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 2 years on file its reported administrative ratio rose from 0.08% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 210th-largest of 1,936 plans among Wisconsin employers on file, and the 215th of 2,677 in transportation & warehousing. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has shrunk from 494 to 329 since 2022.

Plan summary
Net assets, end of year$117,044,427
Participants with balances750
Active participants329
Employer contributions$2,629,431
Employee contributions$5,034,580
Employer contribution per active participant$7,992
Average account balance$156,059
Benefits paid to participants$14,674,355
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.0M · 750 accts · $2.6M emplr
2023$108.9M · 993 accts · $2.7M emplr
2022$106.5M · 1,042 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,608
Total administrative$107,591
The Air Wisconsin Airlines LLC 401(k) match · 2024
Employer contribution per active participant$7,992
Median for plans this size$3,635
2024$7,992 per active participant
2023$6,882 per active participant
2022$4,364 per active participant

Air Wisconsin Airlines LLC's 2024 employer contribution ran above the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$51,608
SAGEVIEW ADVISORY GROUP LLC · Consulting$57,606

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab, T. Rowe Price
2023Charles Schwab, T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$107,591 · 0.10%
2023$119,315 · 0.11%
2022$101,998 · 0.08%
All plans at this employer4
AIR WISCONSIN AIRLINES SAVINGS PLAN401(k)
AIR WISCONSIN PILOTS 401(K) PLAN401(k)
IAMAW LOCAL NO. 2575 - AIR WISCONSIN AIRLINES RETIREMENT PLAN AND TRUST401(k)
RETIREMENT PLAN FOR FLIGHT ATTENDANTS IN THE SERVICE OF AIR WISCONSIN AIRLINES401(k)
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Schneider National, Inc. WI$893.4M · 0.09%
Roehl Transport, Inc. WI$138.7M · 0.18%
Marten Transport, LTD. WI$137.5M · 0.31%
N & M Transfer Co., Inc. WI$110.9M · 0.08%
Kspg Holding USA, Inc. WI$88.1M · 0.23%
Warehouse Specialists, LLC WI$66.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391767281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.