Plan Ledger DOL Form 5500 · updated monthly

Conger Industries, Inc.401(k)

CONGER INDUSTRIES INC EMPLOYEES 401K PLAN & TRUST · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Conger Industries, Inc. reported $56,796 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,858 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 3 years on file its reported administrative ratio has held roughly steady near 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,138th of 1,936), and the 929th of 2,096 in real estate & leasing. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,107,565
Participants with balances146
Active participants129
Employer contributions$368,721
Employee contributions$851,668
Employer contribution per active participant$2,858
Average account balance$89,778
Benefits paid to participants$365,510
Plan auditUnmodified (clean) audit opinion
AuditorKERBER ROSE SC
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 146 accts · $369K emplr
2023$10.4M · 149 accts · $338K emplr
2022$8.3M · 139 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,032
Investment management$32,764
Total administrative$56,796
The Conger Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$2,858
Median for plans this size$2,416
2024$2,858 per active participant
2023$2,539 per active participant
2022$1,425 per active participant

Conger Industries, Inc.'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 · 20242
PENSION INC. · Contract administrator · Trustee$24,032
NICOLET NATIONAL BANK · Investment advisory (participants) · Investment advisory (plan)$32,764

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

Recordkeeper by year2
2024PENSION INC.
2023PENSION INC.

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Administrative cost history3
2024$56,796 · 0.48%
2023$50,131 · 0.54%
2022$45,892 · 0.50%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Mandel Group, Inc. WI$18.3M · 0.27%
Mlg Services Corp WI$15.2M · 1.17%
Oakbrook Corporation WI$13.7M · 0.01%
Meridian Group Inc WI$12.9M · 0.49%
Capri Communities LLC WI$9.1M · 1.11%
Arena Event Services WI$8.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391127208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.