Plan Ledger DOL Form 5500 · updated monthly

Appvion, LLC401(k)

APPVION, LLC RETIREMENT SAVINGS 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

Appvion, LLC reported $77,036 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,698 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 fell from 0.17% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 290th-largest of 1,936 plans among Wisconsin employers on file, and the 2,311th of 13,661 in manufacturing. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has shrunk from 349 to 307 since 2022.

Plan summary
Net assets, end of year$76,327,958
Participants with balances500
Active participants307
Employer contributions$2,363,250
Employee contributions$3,221,554
Employer contribution per active participant$7,698
Average account balance$152,656
Benefits paid to participants$10,817,806
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.3M · 500 accts · $2.4M emplr
2023$72.2M · 545 accts · $2.9M emplr
2022$66.1M · 585 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,184
Investment management$34,852
Total administrative$77,036
The Appvion, LLC 401(k) match · 2024
Employer contribution per active participant$7,698
Median for plans this size$3,635
2024$7,698 per active participant
2023$8,410 per active participant
2022$8,019 per active participant

Appvion, 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,184
INDEPENDENT FINANCIAL · Investment advisory (plan)$34,852

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

Administrative cost history3
2024$77,036 · 0.10%
2023$127,046 · 0.18%
2022$131,149 · 0.17%
Same employer
Similar plansManufacturing · Wisconsin
Vp Holdings Corp. WI$79.9M · 0.14%
Serigraph, Inc. WI$79.2M · 0.20%
Smc, LTD. WI$78.9M · 0.24%
Sensia LLC WI$77.8M
Little Rapids Corporation WI$76.2M · 0.26%
Link Snacks, Inc. WI$75.4M · 0.34%
Twin Disc, Incorporated WI$74.8M · 0.03%
Wp Beverages, LLC WI$74.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873735970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.