Plan Ledger DOL Form 5500 · updated monthly

Endries International Inc.401(k)

ENDRIES INTERNATIONAL INC. 401(K) PLAN · BRILLION, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Endries International Inc. reported $190,330 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,052 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 0.37% to 0.28%. 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 315th-largest of 1,936 plans among Wisconsin employers on file, and the 573rd of 4,246 in wholesale trade. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,996,161
Participants with balances983
Active participants844
Employer contributions$1,731,976
Employee contributions$4,823,456
Employer contribution per active participant$2,052
Average account balance$73,241
Benefits paid to participants$5,209,701
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$72.0M · 983 accts · $1.7M emplr
2023$62.8M · 938 accts · $1.6M emplr
2022$55.8M · 939 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,533
Investment management$84,797
Total administrative$190,330
The Endries International Inc. 401(k) match · 2024
Employer contribution per active participant$2,052
Median for plans this size$3,635
2024$2,052 per active participant
2023$1,869 per active participant
2022$1,649 per active participant

Endries International Inc.'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
MORGAN STANLEY · Investment advisory (plan)$84,797

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$190,330 · 0.28%
2023$232,465 · 0.39%
2022$193,853 · 0.37%
Same employer
Similar plansWholesale Trade · Wisconsin
Ellsworth Corporation WI$82.6M · 0.12%
Badger Liquor Co., Inc. WI$73.6M · 0.44%
Werner Electric Supply Co. WI$70.1M · 0.18%
Prometheus Group, Inc. WI$64.4M · 0.30%
Guhring, Inc. WI$56.9M · 0.14%
Weyco Group, Inc. WI$55.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364001332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.