Plan Ledger DOL Form 5500 · updated monthly

Airoldi Brothers, Inc.401(k)

AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN · OAK CREEK, WI · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Airoldi Brothers, Inc. reported $62,813 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,431 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 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,278th of 1,936), and the 1,164th of 2,677 in transportation & warehousing. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 239 to 320 since 2022.

Plan summary
Net assets, end of year$9,924,253
Participants with balances226
Active participants320
Employer contributions$457,873
Employee contributions$1,206,385
Employer contribution per active participant$1,431
Average account balance$43,913
Benefits paid to participants$476,546
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 226 accts · $458K emplr
2023$7.5M · 226 accts · $462K emplr
2022$5.5M · 210 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,873
Audit (IQPA)$22,940
Total administrative$62,813
The Airoldi Brothers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,431
Median for plans this size$1,313
2024$1,431 per active participant
2023$1,417 per active participant
2022$1,759 per active participant

Airoldi Brothers, Inc.'s 2024 employer contribution ran above 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$33,866
NORTHWESTERN MUTUAL WEALTH MANAGEME · Investment advisory (plan)$28,910

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$62,813 · 0.72%
2023$46,684 · 0.71%
2022$40,646 · 0.76%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Evans Transportation WI$12.0M · 0.08%
Valley Express LLC WI$11.4M · 0.45%
B & K Transportation, Inc. WI$11.0M · 0.53%
Rgl Holdings, Inc. WI$10.2M · 0.34%
Leman U.S.A. Inc. WI$9.4M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390834611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.