Plan Ledger DOL Form 5500 · updated monthly

Foth & van Dyke, LLC401(k)

FOTH & VAN DYKE, LLC 401(K) RETIREMENT SAVINGS PLAN · DE PERE, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Foth & van Dyke, LLC reported $181,507 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,402 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 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 149th-largest of 1,936 plans among Wisconsin employers on file, and the 902nd of 11,654 in professional & technical services. In 2024, employees put in $3.45 for every $1.00 the employer contributed; active participation has grown from 615 to 692 since 2022.

Plan summary
Net assets, end of year$177,769,571
Participants with balances818
Active participants692
Employer contributions$2,354,226
Employee contributions$8,132,993
Employer contribution per active participant$3,402
Average account balance$217,322
Benefits paid to participants$12,136,958
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$177.8M · 818 accts · $2.4M emplr
2023$154.8M · 778 accts · $2.2M emplr
2022$130.5M · 753 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,505
Investment management$84,922
Audit (IQPA)$16,080
Total administrative$181,507
The Foth & van Dyke, LLC 401(k) match · 2024
Employer contribution per active participant$3,402
Median for plans this size$3,635
2024$3,402 per active participant
2023$3,478 per active participant
2022$3,509 per active participant

Foth & van Dyke, LLC'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 · 20243
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$80,505
FRANCIS LLC · Investment advisory (participants) · Investment advisory (plan)$84,922
GRANT THORNTON · Accounting / audit$16,080

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$181,507 · 0.11%
2023$181,063 · 0.13%
2022$177,704 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Strand Associates, Inc. WI$198.7M · 0.61%
Johnson Outdoors Inc. WI$173.1M · 0.13%
Von Briesen & Roper, S.C. WI$171.2M · 0.07%
Dewitt LLP WI$145.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205814203 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.