Plan Ledger DOL Form 5500 · updated monthly

Genus401(k)

GENUS 401(K) PLAN · DEFOREST, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Genus reported $172,307 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,343 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 4 years on file its reported administrative ratio fell from 0.17% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 179th-largest of 1,936 plans among Wisconsin employers on file, and the 28th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$140,982,548
Participants with balances1,508
Active participants1,049
Employer contributions$4,555,909
Employee contributions$8,080,814
Employer contribution per active participant$4,343
Average account balance$93,490
Benefits paid to participants$18,398,433
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$141.0M · 1,508 accts · $4.6M emplr
2023$127.4M · 1,649 accts · $4.6M emplr
2022$105.0M · 1,592 accts · $4.4M emplr
2020$106.7M · 1,276 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,262
Investment management$65,045
Total administrative$172,307
The Genus 401(k) match · 2024
Employer contribution per active participant$4,343
Median for plans this size$3,635
2024$4,343 per active participant
2023$3,847 per active participant
2022$3,709 per active participant
2020$2,973 per active participant

Genus's 2024 employer contribution ran above 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$107,262
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$65,044

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

Recordkeeper by year2
2024ADP, CREATIVE PLANNING HOLDCO, LLC
2023ADP, CREATIVE PLANNING HOLDCO, LLC

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Administrative cost history4
2024$172,307 · 0.13%
2023$155,141 · 0.13%
2022$158,329 · 0.14%
2020$167,901 · 0.17%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Urus Group LP WI$157.3M · 0.11%
Mfa Incorporated MO$154.5M · 0.18%
Western Growers Association CA$145.3M · 0.49%
George's, Inc. AR$135.8M · 0.29%
Cooper Hatchery, Inc. OH$129.9M · 0.28%
Peco Foods, Inc. AL$129.4M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391256773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.