Plan Ledger DOL Form 5500 · updated monthly

Grand Appliance Co., Inc.401(k)

GRAND APPLIANCE CO., INC. 401(K) PLAN · STURTEVANT, WI · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Grand Appliance Co., Inc. reported $97,248 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $601 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 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (989th of 1,936), and the 1,754th of 5,215 in retail trade. In 2024, employees put in $8.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,564,834
Participants with balances368
Active participants357
Employer contributions$214,409
Employee contributions$1,815,422
Employer contribution per active participant$601
Average account balance$45,013
Benefits paid to participants$658,753
Plan auditUnmodified (clean) audit opinion
AuditorFGMK LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 368 accts · $214K emplr
2023$13.4M · 354 accts · $199K emplr
2022$10.4M · 337 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,845
Investment management$43,403
Total administrative$97,248
The Grand Appliance Co., Inc. 401(k) match · 2024
Employer contribution per active participant$601
Median for plans this size$2,416
2024$601 per active participant
2023$587 per active participant
2022$598 per active participant

Grand Appliance Co., 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$53,845
LPL FINANCIAL · Recordkeeping · Trustee$43,403
ADP BROKER-DEALERindirect comp

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, LPL Financial
2023ADP, LPL Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,248 · 0.65%
2023$78,620 · 0.66%
2022$72,469 · 0.66%
Same employer
Similar plansRetail Trade · Wisconsin
Kocourek Chevrolet, Inc. WI$17.4M · 0.50%
Fox Brothers Piggly Wiggly WI$17.0M · 0.02%
Stein Garden Centers, Inc. WI$16.8M · 0.55%
Wg&R Furniture Co., Inc. WI$16.7M · 0.50%
Morton Drug Company WI$16.2M · 0.46%
T.A. Solberg Co., Inc. WI$14.8M · 0.54%
Schierl Inc. WI$14.8M · 0.96%
Smart Motors, Inc. WI$14.4M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362146854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.