Plan Ledger DOL Form 5500 · updated monthly

Felling Trailers, Inc.401(k)

FELLING TRAILERS, INC. 401(K) PLAN · SAUK CENTRE, MN · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Felling Trailers, Inc. reported $94,106 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $855 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 0.779%. 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 among the smaller plans on file in Minnesota (1,155th of 1,918), and 7,744th of 13,661 in manufacturing. In 2024, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,915,004
Participants with balances349
Active participants313
Employer contributions$267,768
Employee contributions$1,047,783
Employer contribution per active participant$855
Average account balance$37,006
Benefits paid to participants$1,010,509
Plan auditUnmodified (clean) audit opinion
AuditorABDO
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$12.9M · 349 accts · $268K emplr
2023$11.2M · 423 accts · $262K emplr
2022$9.0M · 375 accts · $246K emplr
Administrative expenses, itemized · 2024
Investment management$94,106
Total administrative$94,106
The Felling Trailers, Inc. 401(k) match · 2024
Employer contribution per active participant$855
Median for plans this size$2,416
2024$855 per active participant
2023$760 per active participant
2022$821 per active participant

Felling Trailers, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$41,837
TSC 401K · Contract administrator$5,900
TAX SHELTERED COMPENSATION INC. · Contract administratorindirect comp
KDV WEALTH MANAGEMENT, LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025Not separately reported
2024$94,106 · 0.78%
2023$70,762 · 0.70%
2022$77,790 · 0.78%
Same employer
Similar plansManufacturing · Minnesota
Thern, Inc. MN$13.3M · 0.03%
The Dynamic Group, Inc MN$13.0M · 0.06%
L&M Radiator, Inc. MN$12.9M · 0.73%
Gls Industries, Inc. MN$12.8M · 0.38%
Umi Company, Inc. MN$12.7M · 0.06%
Sico America, Inc. MN$12.7M · 0.25%
Northern Contours, Inc. MN$12.6M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411329390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.