Plan Ledger DOL Form 5500 · updated monthly

Gustave a. Larson Company401(k)

GUSTAVE A. LARSON COMPANY EMPLOYEES RETIREMENT SAVINGS 401(K) PLAN · PEWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Gustave a. Larson Company reported $28,282 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,763 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 468th-largest of 1,936 plans among Wisconsin employers on file, and the 974th of 4,246 in wholesale trade. In 2022, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,413,523
Participants with balances903
Active participants513
Employer contributions$904,299
Employee contributions$2,511,540
Employer contribution per active participant$1,763
Average account balance$46,970
Benefits paid to participants$4,614,330
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $233 emplr
2022$42.4M · 903 accts · $904K emplr
Administrative expenses, itemized · 2022
Investment management$28,282
Total administrative$28,282
The Gustave a. Larson Company 401(k) match · 2022
Employer contribution per active participant$1,763
Median for plans this size$2,266

Gustave a. Larson Company's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$28,282 · 0.06%
Same employer
Similar plansWholesale Trade · Wisconsin
C.G. Schmidt, Inc. WI$39.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390421570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.