Plan Ledger DOL Form 5500 · updated monthly

Baker Manufacturing Company, LLC401(k)

BAKER MANUFACTURING COMPANY, LLC 401(K) DEFERRED PROFIT SHARING PLAN · EVANSVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Baker Manufacturing Company, LLC reported $78,802 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,368 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 3 years on file its reported administrative ratio has held roughly steady near 0.423%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 876th-largest of 1,936 plans among Wisconsin employers on file, and the 6,044th of 13,661 in manufacturing. In 2024, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,441,047
Participants with balances212
Active participants184
Employer contributions$251,698
Employee contributions$735,253
Employer contribution per active participant$1,368
Average account balance$91,703
Benefits paid to participants$1,488,533
Plan auditUnmodified (clean) audit opinion
AuditorCHERRY BEKAERT, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 212 accts · $252K emplr
2023$17.8M · 225 accts · $248K emplr
2022$15.5M · 244 accts · $223K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,882
Investment management$46,920
Total administrative$78,802
The Baker Manufacturing Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,368
Median for plans this size$2,416
2024$1,368 per active participant
2023$1,216 per active participant
2022$1,115 per active participant

Baker Manufacturing Company, LLC's 2024 employer contribution ran below the $2,416 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 · 20244
EPIC RETIREMENT PLAN SERVICES, INC. · Recordkeeping · Loan processing$31,882
STEELE CAPITAL MANAGEMENT · Investment management$46,920
CHARLES SCHWAB TRUST BANK · 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
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$78,802 · 0.42%
2023$72,938 · 0.44%
2022$73,198 · 0.42%
Same employer
Similar plansManufacturing · Wisconsin
A to Z Machine Co., Inc. WI$19.5M · 0.30%
Winsert LLC WI$19.5M · 0.10%
Stella & Chewys LLC WI$19.4M · 0.88%
Dedicated Computing LLC WI$19.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204668380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.