Plan Ledger DOL Form 5500 · updated monthly

Ellsworth Corporation401(k)

ELLSWORTH CORPORATION 401(K) SAVINGS PLAN · GERMANTOWN, WI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Ellsworth Corporation reported $96,933 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,898 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 fell from 0.17% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 272nd-largest of 1,936 plans among Wisconsin employers on file, and the 505th of 4,246 in wholesale trade. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 600 to 694 since 2022.

Plan summary
Net assets, end of year$82,621,437
Participants with balances810
Active participants694
Employer contributions$2,011,505
Employee contributions$5,253,705
Employer contribution per active participant$2,898
Average account balance$102,002
Benefits paid to participants$9,441,748
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.6M · 810 accts · $2.0M emplr
2023$73.5M · 767 accts · $1.8M emplr
2022$61.5M · 703 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,147
Investment management$55,786
Total administrative$96,933
The Ellsworth Corporation 401(k) match · 2024
Employer contribution per active participant$2,898
Median for plans this size$3,635
2024$2,898 per active participant
2023$2,732 per active participant
2022$2,231 per active participant

Ellsworth Corporation's 2024 employer contribution ran below the $3,635 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
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$55,788

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$96,933 · 0.12%
2023$85,486 · 0.13%
2022$113,347 · 0.17%
Same employer
Similar plansWholesale Trade · Wisconsin
Jx Enterprises, Inc. WI$91.8M · 0.21%
Frank Liquor Company, Inc. WI$91.3M · 0.21%
Badger Liquor Co., Inc. WI$73.6M · 0.44%
Endries International Inc. WI$72.0M · 0.28%
Werner Electric Supply Co. WI$70.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391225837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.