Plan Ledger DOL Form 5500 · updated monthly

Household Utilities Inc401(k)

HOUSEHOLD UTILITIES INC 401(K) RETIREMENT SAVINGS PLAN · KIEL, WI · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Household Utilities Inc reported $64,794 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,530 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 0.572%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,194th of 1,936), and 8,118th of 13,661 in manufacturing. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,698,342
Participants with balances167
Active participants121
Employer contributions$185,083
Employee contributions$465,998
Employer contribution per active participant$1,530
Average account balance$70,050
Benefits paid to participants$1,317,689
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 167 accts · $185K emplr
2023$10.9M · 161 accts · $190K emplr
2022$9.1M · 151 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,802
Investment management$37,976
Trustee / custodial$16
Total administrative$64,794
The Household Utilities Inc 401(k) match · 2024
Employer contribution per active participant$1,530
Median for plans this size$2,416
2024$1,530 per active participant
2023$1,493 per active participant
2022$1,466 per active participant

Household Utilities 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
PENSION INC. · Contract administrator · Trustee$26,802
MORGAN STANLEY · Investment advisory (participants) · Investment advisory (plan)$37,976

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

Recordkeeper by year2
2024PENSION INC.
2023PENSION INC.

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Administrative cost history3
2024$64,794 · 0.57%
2023$57,984 · 0.58%
2022$55,942 · 0.57%
Same employer
Similar plansManufacturing · Wisconsin
Schmitz Ready Mix, Inc. WI$12.0M · 0.50%
Tj Hale Company, LLC WI$11.7M · 0.39%
Fytertech Nonwovens, LLC WI$11.6M · 0.82%
Denali Staffing, LLC WI$11.6M · 0.07%
Orion Energy Systems, Inc. WI$11.6M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390300740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.