Plan Ledger DOL Form 5500 · updated monthly

Englewood Marketing Group, Inc.401(k)

ENGLEWOOD MARKETING GROUP 401(K) PLAN · GREEN BAY, WI · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Englewood Marketing Group, Inc. reported $74,457 in plan administrative expenses for 2023: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $687 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 3 years on file its reported administrative ratio has held roughly steady near 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,143rd of 1,936), and 2,569th of 4,246 in wholesale trade. In 2023, employees put in $4.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,974,741
Participants with balances176
Active participants173
Employer contributions$118,909
Employee contributions$590,344
Employer contribution per active participant$687
Average account balance$73,720
Benefits paid to participants$725,491
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPA'S, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 186 accts · $192K emplr
2023$13.0M · 176 accts · $119K emplr
2022$11.0M · 185 accts · $155K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,006
Investment management$28,951
Audit (IQPA)$8,500
Total administrative$74,457
The Englewood Marketing Group, Inc. 401(k) match · 2023
Employer contribution per active participant$687
Median for plans this size$2,440
2024$1,038 per active participant
2023$687 per active participant
2022$969 per active participant

Englewood Marketing Group, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
WIPFLI LLP · Recordkeeping · Loan processing$37,006
CREATIVE PLANNING, LLC · Investment advisory (participants) · Investment advisory (plan)$28,936
HAWKINS & ASH, CPAS · Accounting / audit$8,500

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

Recordkeeper by year2
2024WIPFLI LLP
2023WIPFLI LLP

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Administrative cost history3
2024$88,726 · 0.70%
2023$74,457 · 0.62%
2022$86,422 · 0.73%
Same employer
Similar plansWholesale Trade · Wisconsin
Icafe, Inc WI$13.7M · 0.56%
L.F. George, Inc. WI$13.2M · 0.41%
Mecum Auctions, Inc. WI$13.2M · 0.63%
Good Foods Group, LLC WI$11.4M · 0.57%
Professional Plating, Inc. WI$11.4M · 0.03%
Jaeckle Wholesale, Inc WI$11.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391846432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.