Plan Ledger DOL Form 5500 · updated monthly

Freight Lime and Sand Hauling, Inc.401(k)

FREIGHT LIME AND SAND HAULING, INC. PROFIT SHARING/401(K) PLAN · GREEN LAKE, WI · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Freight Lime and Sand Hauling, Inc. reported $13,017 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $644 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 rose from 0.17% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,583rd of 1,936), and 1,572nd of 2,677 in transportation & warehousing. In 2023, employees put in $6.08 for every $1.00 the employer contributed; active participation has shrunk from 196 to 138 since 2022.

Plan summary
Net assets, end of year$5,482,887
Participants with balances379
Active participants138
Employer contributions$88,873
Employee contributions$540,745
Employer contribution per active participant$644
Average account balance$14,467
Benefits paid to participants$664,115
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 177 accts · $81K emplr
2023$5.5M · 379 accts · $89K emplr
2022$4.9M · 363 accts · $77K emplr
Administrative expenses, itemized · 2023
Investment management$13,017
Total administrative$13,017
The Freight Lime and Sand Hauling, Inc. 401(k) match · 2023
Employer contribution per active participant$644
Median for plans this size$1,308
2024$574 per active participant
2023$644 per active participant
2022$394 per active participant

Freight Lime and Sand Hauling, Inc.'s 2023 employer contribution ran below the $1,308 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 · 20232
NEWPORT GROUP, INC. · Recordkeeping · Pension consulting$10,110
THRIVENT INSURANCE AGENCY INC. · Investment advisory (participants) · Investment advisory (plan)$12,685

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
2023Newport (Ascensus)

This plan has changed recordkeepers within these filings. If you left Freight Lime and Sand Hauling, Inc. 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$30,932 · 0.58%
2023$13,017 · 0.25%
2022$8,728 · 0.17%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Cs Logistics Inc. WI$5.8M · 0.01%
Wiseway Motor Freight WI$5.8M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391597568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.