Plan Ledger DOL Form 5500 · updated monthly

Cedar Grove Warehouse Inc401(k)

CEDAR GROVE WAREHOUSE INC 401(K) PLAN · CEDAR GROVE, WI · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Cedar Grove Warehouse Inc reported $29,302 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,985 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 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,664th of 1,936), and 1,720th of 2,677 in transportation & warehousing. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,456,934
Participants with balances169
Active participants103
Employer contributions$204,418
Employee contributions$350,285
Employer contribution per active participant$1,985
Average account balance$26,372
Benefits paid to participants$355,741
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$4.5M · 169 accts · $204K emplr
2023$3.9M · 144 accts · $207K emplr
2022$3.0M · 110 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,014
Investment management$20,389
Total administrative$29,302
The Cedar Grove Warehouse Inc 401(k) match · 2024
Employer contribution per active participant$1,985
Median for plans this size$1,313
2024$1,985 per active participant
2023$1,895 per active participant
2022$1,671 per active participant

Cedar Grove Warehouse Inc's 2024 employer contribution ran above the $1,313 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
CLIFTONLARSONALLEN WEALTH ADVISORS · Investment advisory (participants) · Investment advisory (plan)$20,389
AMERICAN TRUST RETIREMENT$6,014

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

Administrative cost history4
2025Not separately reported
2024$29,302 · 0.71%
2023$25,422 · 0.74%
2022$21,739 · 0.69%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Fuchs Trucking LLC WI$4.7M · 0.05%
Plainfield Trucking, Inc. WI$4.6M · 0.61%
Telford Aviation Inc WI$3.9M · 0.73%
Prince Corporation WI$3.7M · 0.39%
Karl's Transport, Inc. WI$3.4M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 208535086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.