Plan Ledger DOL Form 5500 · updated monthly

Conley Publishing Group, LTD.401(k)

CONLEY PUBLISHING GROUP, LTD. 401(K) SAVINGS PLAN SAVINGS PLAN · BEAVER DAM, WI · plan year 2023

Reported admin expense ratio · 2023
0.50%

Conley Publishing Group, LTD. reported $36,915 in plan administrative expenses for 2023: 0.50% of average plan assets, below the peer median. 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 has held roughly steady near 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,454th of 1,936), and 9,909th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$7,495,832
Participants with balances88
Active participants88
Employer contributions—
Employee contributions$214,697
Employer contribution per active participant—
Average account balance$85,180
Benefits paid to participants$1,241,867
Plan auditUnmodified (clean) audit opinion
AuditorMBE CPAS, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$7.5M · 88 accts
2022$7.3M · 108 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,915
Total administrative$36,915
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
DUBUQUE BANK AND TRUST COMPANY · Recordkeeping · Trustee$36,915

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

Administrative cost history2
2023$36,915 · 0.50%
2022$39,425 · 0.48%
Similar plansManufacturing · Wisconsin
Saris Cycling Group WI$7.6M · 0.54%
Tufco LP WI$7.5M · 0.44%
Engendren Corporation WI$7.5M · 0.89%
G3 Industries, Inc. WI$7.2M · 0.78%
Velocity Machine, Inc. WI$7.2M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391486867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.