Plan Ledger DOL Form 5500 · updated monthly

Buechel Stone Corp.401(k)

BUECHEL STONE CORP. 401(K) PROFIT SHARING PLAN · CHILTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Buechel Stone Corp. reported $35,487 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $63 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 0.71% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,644th of 1,936), and 3,834th of 5,215 in retail trade. In 2024, employees put in $34.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,743,880
Participants with balances114
Active participants146
Employer contributions$9,125
Employee contributions$311,584
Employer contribution per active participant$63
Average account balance$41,613
Benefits paid to participants$379,875
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 114 accts · $9K emplr
2023$4.3M · 159 accts · $12K emplr
2022$3.6M · 129 accts · $22K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,711
Investment management$16,776
Total administrative$35,487
The Buechel Stone Corp. 401(k) match · 2024
Employer contribution per active participant$63
Median for plans this size$1,313
2024$63 per active participant
2023$78 per active participant
2022$154 per active participant

Buechel Stone Corp.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$18,711
WILSHIRE ASSOCIATES, INC. · Investment advisory (plan)$16,776

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$35,487 · 0.78%
2023$29,942 · 0.75%
2022$27,071 · 0.71%
Similar plansRetail Trade · Wisconsin
Herrschners, Inc. WI$5.2M · 0.72%
Miller and Sons, Inc. WI$4.9M · 0.64%
Marling Lumber Company WI$4.8M · 0.79%
Brunsell Brothers LTD WI$4.4M · 0.47%
Viking Village, Inc WI$4.4M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391270314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.