Plan Ledger DOL Form 5500 · updated monthly

Bills Distributing, LTD.401(k)

BILL'S DISTRIBUTING, LTD. 401(K) PROFIT SHARING PLAN · MENOMONIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Bills Distributing, LTD. reported $40,099 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,834 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 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,051st of 1,936), and 2,376th of 4,246 in wholesale trade. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 153 to 214 since 2022.

Plan summary
Net assets, end of year$14,909,517
Participants with balances253
Active participants214
Employer contributions$392,508
Employee contributions$850,968
Employer contribution per active participant$1,834
Average account balance$58,931
Benefits paid to participants$1,559,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 253 accts · $393K emplr
2023$13.2M · 221 accts · $325K emplr
2022$10.6M · 171 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,909
Investment management$23,190
Total administrative$40,099
The Bills Distributing, LTD. 401(k) match · 2024
Employer contribution per active participant$1,834
Median for plans this size$2,416
2024$1,834 per active participant
2023$1,640 per active participant
2022$1,792 per active participant

Bills Distributing, LTD.'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 · 20242
GREAT VALLEY ADVISOR GROUP INC · Investment advisory (plan)$23,190
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,909

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$40,099 · 0.29%
2023$28,246 · 0.24%
2022$34,318 · 0.28%
Same employer
Similar plansWholesale Trade · Wisconsin
Rocket Industrial, Inc. WI$15.4M · 0.41%
Halron Lubricants Inc. WI$15.3M · 0.33%
Marsh Electronics, Inc. WI$15.1M · 0.41%
Winona Foods Inc. WI$15.0M · 0.40%
Badger Corrugating Company WI$14.1M · 0.34%
Icafe, Inc WI$13.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391375927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.