Plan Ledger DOL Form 5500 · updated monthly

Diesel Forward, Inc.401(k)

DIESEL FORWARD, INC. RETIREMENT PLAN · WINDSOR, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Diesel Forward, Inc. reported $67,654 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,383 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 rose from 0.17% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 577th-largest of 1,936 plans among Wisconsin employers on file, and the 1,241st of 4,246 in wholesale trade. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,202,670
Participants with balances366
Active participants272
Employer contributions$920,175
Employee contributions$1,539,742
Employer contribution per active participant$3,383
Average account balance$90,718
Benefits paid to participants$2,673,265
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 366 accts · $920K emplr
2023$29.1M · 370 accts · $943K emplr
2022$23.1M · 376 accts · $895K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,986
Audit (IQPA)$52,668
Total administrative$67,654
The Diesel Forward, Inc. 401(k) match · 2024
Employer contribution per active participant$3,383
Median for plans this size$2,416
2024$3,383 per active participant
2023$3,714 per active participant
2022$3,456 per active participant

Diesel Forward, 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
MINNESOTA LIFE INSURANCE COMPANY · Claims processing · Recordkeeping$68,301
RBC CAPITAL MARKETS, LLC · Investment advisory (plan)$52,668

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

Recordkeeper by year2
2024Securian
2023Securian

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

Administrative cost history3
2024$67,654 · 0.22%
2023$54,487 · 0.21%
2022$43,419 · 0.17%
Same employer
Similar plansWholesale Trade · Wisconsin
Fosber America, Inc. WI$34.6M · 0.18%
Nelson-Jameson, Inc. WI$33.9M · 0.07%
Korber Tissue, Inc. WI$33.4M · 0.09%
Alpha Source LLC WI$33.1M · 0.30%
Chambers & Owen, Inc. WI$33.0M · 0.25%
Reinders, Inc. WI$30.9M · 0.33%
Wdi, LLC WI$30.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391186840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.