Plan Ledger DOL Form 5500 · updated monthly

Bauer Built, Inc.401(k)

BAUER BUILT EMPLOYEE 401(K) BENEFIT PLAN · DURAND, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Bauer Built, Inc. reported $220,695 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,134 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 0.278%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 271st-largest of 1,936 plans among Wisconsin employers on file, and the 430th of 5,215 in retail trade. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,091,222
Participants with balances756
Active participants508
Employer contributions$2,099,888
Employee contributions$3,419,684
Employer contribution per active participant$4,134
Average account balance$109,909
Benefits paid to participants$7,874,667
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$83.1M · 756 accts · $2.1M emplr
2023$75.8M · 759 accts · $2.5M emplr
2022$64.3M · 719 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,233
Investment management$118,462
Total administrative$220,695
The Bauer Built, Inc. 401(k) match · 2024
Employer contribution per active participant$4,134
Median for plans this size$3,635
2024$4,134 per active participant
2023$5,072 per active participant
2022$4,737 per active participant

Bauer Built, Inc.'s 2024 employer contribution ran above 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 · 20243
MILLIMAN · Recordkeeping$102,206
ORGEL WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$118,462
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$27

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$220,695 · 0.28%
2023$176,582 · 0.25%
2022$193,969 · 0.28%
Same employer
Similar plansRetail Trade · Wisconsin
Zimbrick, Inc. WI$130.3M · 0.13%
Bergstrom Corporation, Inc. WI$119.1M · 0.27%
Skogen's Foodliner, Inc. WI$117.5M · 0.34%
Wall Family Enterprise Inc. WI$77.1M · 0.24%
Complete Office, LLC WI$73.9M · 0.02%
Csm Companies, Inc WI$61.4M · 0.25%
Steinhafels Inc. WI$51.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390906216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.