Plan Ledger DOL Form 5500 · updated monthly

Alto-Shaam, Inc.401(k)

THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Alto-Shaam, Inc. reported $122,218 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,800 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 0.18% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 434th-largest of 1,936 plans among Wisconsin employers on file, and the 3,256th of 13,661 in manufacturing. In 2024, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,883,644
Participants with balances655
Active participants490
Employer contributions$881,902
Employee contributions$2,838,212
Employer contribution per active participant$1,800
Average account balance$73,105
Benefits paid to participants$4,715,603
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.9M · 655 accts · $882K emplr
2023$41.9M · 679 accts · $858K emplr
2022$36.0M · 657 accts · $749K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,034
Trustee / custodial$184
Total administrative$122,218
The Alto-Shaam, Inc. 401(k) match · 2024
Employer contribution per active participant$1,800
Median for plans this size$2,416
2024$1,800 per active participant
2023$1,698 per active participant
2022$1,587 per active participant

Alto-Shaam, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20246
MINNESOTA LIFE INSURANCE COMPANY · Contract administrator · Recordkeeping$8,514
THE MANDMARBLESTONE GROUP LLC · Contract administrator$51,060
GROVE POINT ADVISORS LLC · Investment advisory (plan)$47,842
ROLAND CRISS FIDUCIARY SERVICES · Accounting / audit$20,984
EMPOWER ADVISORY GROUP, LLC · Investment management$3,146

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

Recordkeeper by year2
2024Securian
2023Securian

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

Administrative cost history3
2024$122,218 · 0.27%
2023$78,428 · 0.20%
2022$70,478 · 0.18%
Same employer
Similar plansManufacturing · Wisconsin
Arandell Corporation WI$48.4M · 0.28%
Prolec-Ge Waukesha, Inc. WI$48.4M · 0.23%
Country Visions Cooperative WI$48.0M · 0.41%
Wolter, Inc. WI$48.0M · 0.29%
Lavelle Industries, Inc. WI$47.2M · 0.23%
Worzalla, Inc. WI$45.9M · 0.52%
Gehl Foods, LLC WI$45.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391020882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.