Plan Ledger DOL Form 5500 · updated monthly

Fleet Farm Wholesale Supply Company, LLC401(k)

FLEET FARM 401(K)PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Fleet Farm Wholesale Supply Company, LLC reported $333,413 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $310 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 0.31% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 176th-largest of 1,936 plans among Wisconsin employers on file, and the 279th of 5,215 in retail trade. In 2024, employees put in $3.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$144,367,772
Participants with balances5,767
Active participants4,937
Employer contributions$1,530,380
Employee contributions$5,810,220
Employer contribution per active participant$310
Average account balance$25,033
Benefits paid to participants$23,018,710
Plan auditUnmodified (clean) audit opinion
AuditorJOHN A. KNUTSON & CO., PLLP
Plan history3
Yearassets · accounts · employer contribution
2024$144.4M · 5,767 accts · $1.5M emplr
2023$140.1M · 6,222 accts · $1.8M emplr
2022$129.3M · 5,867 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$332,692
Investment management$721
Total administrative$333,413
The Fleet Farm Wholesale Supply Company, LLC 401(k) match · 2024
Employer contribution per active participant$310
Median for plans this size$3,635
2024$310 per active participant
2023$333 per active participant
2022$317 per active participant

Fleet Farm Wholesale Supply Company, LLC's 2024 employer contribution ran below the $3,635 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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$333,413

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

Recordkeeper by year2
2024John Hancock
2023John Hancock, OneAmerica

This plan has changed recordkeepers within these filings. If you left Fleet Farm Wholesale Supply Company, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$333,413 · 0.23%
2023$402,865 · 0.30%
2022$468,581 · 0.31%
Same employer
Similar plansRetail Trade · Wisconsin
Menard, Inc. WI$282.0M · 0.24%
Blain Supply, Inc. WI$209.5M · 0.16%
Colony Brands, Inc. WI$186.0M · 0.08%
Pomps Tire Service Inc. WI$160.9M · 0.20%
Zimbrick, Inc. WI$130.3M · 0.13%
Bergstrom Corporation, Inc. WI$119.1M · 0.27%
Skogen's Foodliner, Inc. WI$117.5M · 0.34%
Bauer Built, Inc. WI$83.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410806238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.