Plan Ledger DOL Form 5500 · updated monthly

Courtesy Corporation401(k)

COURTESY CORPORATION 401(K) PLAN · ONALASKA, WI · plan year 2024

Reported admin expense ratio · 2024
0.68%

Courtesy Corporation reported $28,085 in plan administrative expenses for 2024: 0.68% of average plan assets, above 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 3 years on file its reported administrative ratio has held roughly steady near 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,658th of 1,936), and the 945th of 2,240 in accommodation & food services. active participation has grown from 832 to 1,039 since 2022.

Plan summary
Net assets, end of year$4,512,660
Participants with balances128
Active participants1,039
Employer contributions—
Employee contributions$446,796
Employer contribution per active participant—
Average account balance$35,255
Benefits paid to participants$113,534
Plan auditUnmodified (clean) audit opinion
AuditorENGELSON AND ASSOCIATES, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 128 accts
2023$3.7M · 124 accts
2022$3.1M · 117 accts
Administrative expenses, itemized · 2024
Investment management$28,085
Total administrative$28,085
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
TRUST POINT INC. · Recordkeeping · Trustee$28,085

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

Recordkeeper by year2
2024TRUST POINT INC.
2023TRUST POINT INC.

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

Administrative cost history3
2024$28,085 · 0.68%
2023$24,663 · 0.73%
2022$21,790 · 0.67%
Similar plansAccommodation & Food Services · Wisconsin
Cousins Submarines, Inc. WI$6.6M · 0.42%
Kohart, Inc. WI$5.8M · 0.73%
Kitchen Fresh Foods, LLC WI$4.6M · 0.06%
Doro, Incorporated WI$4.4M · 1.14%
Cobblestone Hotels, LLC WI$4.2M · 0.52%
Larson Management Inc. WI$4.2M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390963146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.