Plan Ledger DOL Form 5500 · updated monthly

Ardisam, Inc.401(k)

ARDISAM, INC. 401(K) PROFIT SHARING PLAN · CUMBERLAND, WI · plan year 2023

Reported admin expense ratio · 2023
0.79%

Ardisam, Inc. reported $43,199 in plan administrative expenses for 2023: 0.79% of average plan assets, above the peer median. 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 has held roughly steady near 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,531st of 1,936), and 10,626th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$6,108,216
Participants with balances125
Active participants130
Employer contributions—
Employee contributions$524,001
Employer contribution per active participant—
Average account balance$48,866
Benefits paid to participants$84,827
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$6.1M · 125 accts
2022$4.9M · 123 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,089
Investment management$25,110
Total administrative$43,199
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ORGEL WEALTH MANAGEMENT LLC · Investment advisory (plan)$25,110
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$18,089

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

Administrative cost history3
2024Not separately reported
2023$43,199 · 0.79%
2022$39,836 · 0.78%
Same employer
Similar plansManufacturing · Wisconsin
Psco Kieffer, Inc. WI$6.3M · 0.54%
Dowco, Inc. WI$6.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390972781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.