Plan Ledger DOL Form 5500 · updated monthly

Dixon Ticonderoga Company401(k)

DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Dixon Ticonderoga Company reported $108,083 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,968 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 0.22% to 0.34%. 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 571st-largest of 1,936 plans among Wisconsin employers on file, and the 4,145th of 13,661 in manufacturing. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,658,902
Participants with balances342
Active participants258
Employer contributions$765,832
Employee contributions$1,014,446
Employer contribution per active participant$2,968
Average account balance$98,418
Benefits paid to participants$3,330,951
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 342 accts · $766K emplr
2023$30.0M · 345 accts · $724K emplr
2022$25.6M · 347 accts · $692K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,681
Investment management$6,402
Total administrative$108,083
The Dixon Ticonderoga Company 401(k) match · 2024
Employer contribution per active participant$2,968
Median for plans this size$2,416
2024$2,968 per active participant
2023$2,701 per active participant
2022$2,683 per active participant

Dixon Ticonderoga Company'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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$6,504
BLUE CHIP RETIREMENT PLANS, INC. · Contract administrator$5,372
ROBERT W BAIRD & CO INCORPORATEDindirect comp

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

Administrative cost history3
2024$108,083 · 0.34%
2023$96,716 · 0.35%
2022$67,418 · 0.22%
All plans at this employer2
DIXON TICONDEROGA COMPANY 401(K) PLAN401(k)
DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2401(k)
Same employer
Similar plansManufacturing · Wisconsin
Luvata Appleton, LLC WI$35.5M · 0.14%
Klondike Cheese Co. WI$35.4M · 0.37%
Perlick Corporation WI$34.2M · 0.15%
Trace-A-Matic Corporation WI$33.6M · 0.30%
Milsco, LLC WI$33.2M · 0.18%
Putzmeister America, Inc. WI$33.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230973760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.