Plan Ledger DOL Form 5500 · updated monthly

Bliffert Lumber & Fuel Company Inc.401(k)

BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN · OAK CREEK, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Bliffert Lumber & Fuel Company Inc. reported $16,815 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,192 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 0.06% to 0.08%. 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 the 798th-largest of 1,936 plans among Wisconsin employers on file, and the 1,723rd of 4,246 in wholesale trade. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 247 to 378 since 2022.

Plan summary
Net assets, end of year$22,429,103
Participants with balances423
Active participants378
Employer contributions$1,206,757
Employee contributions$1,625,576
Employer contribution per active participant$3,192
Average account balance$53,024
Benefits paid to participants$891,052
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 423 accts · $1.2M emplr
2023$17.1M · 372 accts · $934K emplr
2022$11.8M · 308 accts · $697K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,425
Total administrative$16,815
The Bliffert Lumber & Fuel Company Inc. 401(k) match · 2024
Employer contribution per active participant$3,192
Median for plans this size$2,416
2024$3,192 per active participant
2023$3,033 per active participant
2022$2,820 per active participant

Bliffert Lumber & Fuel Company Inc.'s 2024 employer contribution ran above 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
PPG RETIREMENT PLAN SERVICES LTD · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$16,815 · 0.08%
2023$10,004 · 0.07%
2022$6,610 · 0.06%
All plans at this employer2
BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN401(k)
BLIFFERT LUMBER & FUEL CO. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansWholesale Trade · Wisconsin
The Delong Co Inc WI$23.2M · 0.39%
Premier Cooperative WI$23.1M · 0.38%
Fairchild Equipment, Inc. WI$22.8M · 0.35%
Johnson Tractor Inc WI$22.3M · 0.23%
Naviant, LLC. WI$21.7M · 0.58%
The F. Dohmen Co. WI$21.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390170225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.