Plan Ledger DOL Form 5500 · updated monthly

Halquist Stone Company, Inc.401(k)

HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN · SUSSEX, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Halquist Stone Company, Inc. reported $85,083 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,407 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 0.25% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 603rd-largest of 1,936 plans among Wisconsin employers on file, and the 236th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,068,635
Participants with balances371
Active participants245
Employer contributions$589,736
Employee contributions$901,690
Employer contribution per active participant$2,407
Average account balance$86,438
Benefits paid to participants$2,438,778
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 371 accts · $590K emplr
2023$29.1M · 395 accts · $581K emplr
2022$23.7M · 385 accts · $565K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,898
Investment management$64,485
Audit (IQPA)$9,700
Total administrative$85,083
The Halquist Stone Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,407
Median for plans this size$2,416
2024$2,407 per active participant
2023$2,317 per active participant
2022$2,099 per active participant

Halquist Stone Company, Inc.'s 2024 employer contribution ran below the $2,416 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$75,383
REILLY, PENNER & BENTON LLP · Accounting / audit$9,700

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$85,083 · 0.28%
2023$61,679 · 0.23%
2022$62,874 · 0.25%
Same employer
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Badger Mining Corporation WI$76.1M · 0.03%
Berexco LLC KS$32.4M · 0.26%
Depaul Realty Company PA$32.3M · 0.36%
Txo Energy Gp TX$31.9M · 0.47%
Surge Operating, LLC TX$31.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391139607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.