Plan Ledger DOL Form 5500 · updated monthly

Badger Coaches, Inc.401(k)

MEIER-BADGER 401(K) RETIREMENT SAVINGS PLAN · MADISON, WI · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Badger Coaches, Inc. reported $3,549 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $264 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,537th of 1,936), and 1,504th of 2,677 in transportation & warehousing. In 2022, employees put in $5.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,011,505
Participants with balances94
Active participants227
Employer contributions$59,948
Employee contributions$318,753
Employer contribution per active participant$264
Average account balance$63,952
Benefits paid to participants$427,062
Plan auditUnmodified (clean) audit opinion
AuditorLUCIDA LLC
Administrative expenses, itemized · 2022
Investment management$414
Total administrative$3,549
The Badger Coaches, Inc. 401(k) match · 2022
Employer contribution per active participant$264
Median for plans this size$1,114

Badger Coaches, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,549 · 0.05%
Similar plansTransportation & Warehousing · Wisconsin
Wel Companies, Inc. WI$6.7M · 1.00%
Airworthy, Inc. WI$6.0M · 1.18%
Cs Logistics Inc. WI$5.8M · 0.01%
Wiseway Motor Freight WI$5.8M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390749816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.