Plan Ledger DOL Form 5500 · updated monthly

Broadway Enterprises, Inc.401(k)

BROADWAY ENTERPRISES, INC. 401(K) PLAN · GREEN BAY, WI · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Broadway Enterprises, Inc. reported $42,512 in plan administrative expenses for 2022: 0.15% of average plan assets, below the peer median. Employer contributions averaged $486 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 0.15% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is the 710th-largest of 1,936 plans among Wisconsin employers on file, and the 1,166th of 5,215 in retail trade. In 2022, employees put in $8.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,114,760
Participants with balances554
Active participants553
Employer contributions$268,613
Employee contributions$2,243,352
Employer contribution per active participant$486
Average account balance$47,139
Benefits paid to participants$1,823,179
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54K
2023$19.7M · 312 accts · $232K emplr
2022$26.1M · 554 accts · $269K emplr
Administrative expenses, itemized · 2022
Investment management$12,838
Total administrative$42,512
The Broadway Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$486
Median for plans this size$2,266
2023$8,926 per active participant
2022$486 per active participant

Broadway Enterprises, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$36,901 · 0.37%
2023$42,256 · 0.18%
2022$42,512 · 0.15%
Same employer
Similar plansRetail Trade · Wisconsin
Tractor Central LLC WI$26.0M · 0.05%
Palmen Motors, Inc. WI$24.0M · 0.45%
Rottinghaus Company, Inc. WI$23.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391744324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.