Plan Ledger DOL Form 5500 · updated monthly

H.J. Martin & Son, Inc.401(k)

H. J. MARTIN & SON, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN · GREEN BAY, WI · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

H.J. Martin & Son, Inc. reported $79,692 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,958 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 fell from 0.52% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 627th-largest of 1,936 plans among Wisconsin employers on file, and the 1,013th of 5,215 in retail trade. In 2025, employees put in $3.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,441,350
Participants with balances269
Active participants254
Employer contributions$497,295
Employee contributions$1,742,094
Employer contribution per active participant$1,958
Average account balance$113,165
Benefits paid to participants$2,909,848
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$30.4M · 269 accts · $497K emplr
2024$26.5M · 265 accts · $458K emplr
2023$24.0M · 254 accts · $427K emplr
2022$19.8M · 250 accts · $383K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$43,474
Investment management$36,018
Trustee / custodial$200
Total administrative$79,692
The H.J. Martin & Son, Inc. 401(k) match · 2025
Employer contribution per active participant$1,958
Median for plans this size$2,666
2025$1,958 per active participant
2024$1,805 per active participant
2023$1,848 per active participant
2022$1,639 per active participant

H.J. Martin & Son, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PENSION INC. · Contract administrator · Recordkeeping$43,674
GLOBAL RETIREMENT PARTNERS · Investment advisory (participants) · Investment advisory (plan)$36,018

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

Recordkeeper by year3
2025PENSION INC.
2024PENSION INC.
2023PENSION INC.

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Administrative cost history4
2025$79,692 · 0.28%
2024$75,048 · 0.30%
2023$88,223 · 0.40%
2022$119,647 · 0.52%
Same employer
Similar plansRetail Trade · Wisconsin
Silver Star Brands, Inc. WI$33.0M · 0.36%
Markquart, Inc. WI$32.2M · 0.76%
Advertisers Press Inc. WI$30.9M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390967098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.