Plan Ledger DOL Form 5500 · updated monthly

Colbert Packaging Corporation401(k)

COLBERT PACKAGING CORPORATION 401(K) AND PROFIT SHARING PLAN · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Colbert Packaging Corporation reported $16,165 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,601 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 fell from 0.10% to 0.07%. 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 732nd-largest of 1,936 plans among Wisconsin employers on file, and the 5,121st of 13,661 in manufacturing. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has shrunk from 297 to 266 since 2022.

Plan summary
Net assets, end of year$25,035,210
Participants with balances360
Active participants266
Employer contributions$957,898
Employee contributions$844,061
Employer contribution per active participant$3,601
Average account balance$69,542
Benefits paid to participants$1,581,980
Plan auditUnmodified (clean) audit opinion
AuditorMILLER, COOPER & COMPANY, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 360 accts · $958K emplr
2023$21.3M · 377 accts
2022$19.3M · 377 accts · $515K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,165
Total administrative$16,165
The Colbert Packaging Corporation 401(k) match · 2024
Employer contribution per active participant$3,601
Median for plans this size$2,416
2024$3,601 per active participant
2022$1,735 per active participant

Colbert Packaging Corporation'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 · 20241
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$37,118

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$16,165 · 0.07%
2023$38,844 · 0.19%
2022$21,645 · 0.10%
Similar plansManufacturing · Wisconsin
R&L Spring Company WI$25.7M · 0.28%
Share Corporation WI$25.6M · 0.27%
Corporate Group, Inc. WI$24.9M · 0.26%
Great Lakes Veneer, Inc. WI$24.8M · 0.31%
Poclain Hydraulics, Inc. WI$24.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362410600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.