Plan Ledger DOL Form 5500 · updated monthly

Artisans, Inc.401(k)

ARTISANS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · GLEN FLORA, WI · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Artisans, Inc. reported $39,177 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $613 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 0.67% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,370th of 1,936), and 9,383rd of 13,661 in manufacturing. In 2024, employees put in $3.71 for every $1.00 the employer contributed; active participation has grown from 73 to 120 since 2022.

Plan summary
Net assets, end of year$8,632,773
Participants with balances137
Active participants120
Employer contributions$73,593
Employee contributions$273,020
Employer contribution per active participant$613
Average account balance$63,013
Benefits paid to participants$1,353,798
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 137 accts · $74K emplr
2023$8.5M · 119 accts · $46K emplr
2022$7.8M · 101 accts · $53K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,962
Total administrative$39,177
The Artisans, Inc. 401(k) match · 2024
Employer contribution per active participant$613
Median for plans this size$1,313
2024$613 per active participant
2023$686 per active participant
2022$732 per active participant

Artisans, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
ORGEL WEALTH MANAGEMENT, LLC$20,479

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$39,177 · 0.46%
2023$32,933 · 0.40%
2022$57,353 · 0.67%
Similar plansManufacturing · Wisconsin
N.E.W. Industries, Inc. WI$8.9M · 0.05%
Oshkosh Door Company WI$8.9M · 0.08%
Pioneer Products, Inc. WI$8.8M · 0.61%
Meca Solutions, LLC WI$8.7M · 0.68%
Milwaukee Forge, LLC WI$8.5M · 0.44%
Wrought Washer Mfg., Inc. WI$8.5M · 0.52%
Kirsh Foundry, Inc. WI$8.5M · 0.63%
Guy & O'Neill, Inc. WI$8.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391183740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.