Plan Ledger DOL Form 5500 · updated monthly

Badger Liquor Co., Inc.401(k)

BADGER LIQUOR CO., INC. EMPLOYEES' PROFIT SHARING, SAVINGS & INVESTMENT PLAN · FOND DU LAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Badger Liquor Co., Inc. reported $308,567 in plan administrative expenses for 2024: 0.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,110 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 0.31% to 0.44%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 302nd-largest of 1,936 plans among Wisconsin employers on file, and the 561st of 4,246 in wholesale trade. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 354 to 483 since 2022.

Plan summary
Net assets, end of year$73,553,576
Participants with balances545
Active participants483
Employer contributions$1,502,255
Employee contributions$3,040,178
Employer contribution per active participant$3,110
Average account balance$134,961
Benefits paid to participants$8,654,964
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$73.6M · 545 accts · $1.5M emplr
2023$67.4M · 685 accts · $1.5M emplr
2022$58.7M · 534 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$211,296
Investment management$34,771
Trustee / custodial$62,500
Total administrative$308,567
The Badger Liquor Co., Inc. 401(k) match · 2024
Employer contribution per active participant$3,110
Median for plans this size$3,635
2024$3,110 per active participant
2023$3,076 per active participant
2022$3,782 per active participant

Badger Liquor Co., Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
NYHART · Recordkeeping · Loan processing$211,296
NATIONAL EXCHANGE BANK AND TRUST · Trustee$62,500
PROMANAGE, LLC · Investment advisory (participants)$23,030
PARK CAPITAL MANAGEMENT · Investment advisory (plan)$11,741
FIDELITY INVESTMENTS · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024NYHART
2023NYHART

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

Administrative cost history3
2024$308,567 · 0.44%
2023$232,670 · 0.37%
2022$204,668 · 0.31%
Same employer
Similar plansWholesale Trade · Wisconsin
Frank Liquor Company, Inc. WI$91.3M · 0.21%
Ellsworth Corporation WI$82.6M · 0.12%
Endries International Inc. WI$72.0M · 0.28%
Werner Electric Supply Co. WI$70.1M · 0.18%
Prometheus Group, Inc. WI$64.4M · 0.30%
Guhring, Inc. WI$56.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 396080278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.