Plan Ledger DOL Form 5500 · updated monthly

Cbc Latrobe Acquisition, LLC401(k)

CBC U 401(K) PLAN · LACROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Cbc Latrobe Acquisition, LLC reported $2,246 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,858 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 0.010% to 0.013%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 892nd-largest of 1,936 plans among Wisconsin employers on file, and the 6,100th of 13,661 in manufacturing. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,073,946
Participants with balances547
Active participants754
Employer contributions$1,401,266
Employee contributions$1,800,882
Employer contribution per active participant$1,858
Average account balance$34,870
Benefits paid to participants$3,272,454
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 547 accts · $1.4M emplr
2023$16.8M · 493 accts · $1.3M emplr
2022$13.1M · 489 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,900
Investment management$346
Total administrative$2,246
The Cbc Latrobe Acquisition, LLC 401(k) match · 2024
Employer contribution per active participant$1,858
Median for plans this size$2,416
2024$1,858 per active participant
2023$1,756 per active participant
2022$1,601 per active participant

Cbc Latrobe Acquisition, LLC'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 · 20241

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$2,246 · 0.01%
2023$810 · 0.01%
2022$1,175 · 0.01%
Similar plansManufacturing · Wisconsin
Stella & Chewys LLC WI$19.4M · 0.88%
Dedicated Computing LLC WI$19.4M · 0.22%
N.E.W. Plastics Corp. WI$19.0M · 0.47%
Tenere Inc WI$18.8M · 0.67%
Allied Plastics, Inc. WI$18.7M · 0.67%
Marion Body Works, Inc. WI$18.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205591123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.