Plan Ledger DOL Form 5500 · updated monthly

Indianhead Foodservice Distributor, Inc401(k)

INDIANHEAD FOODSERVICE DISTRIBUTOR 401(K) PROFIT SHARING PLAN · EAU CLAIRE, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Indianhead Foodservice Distributor, Inc reported $25,362 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,008 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 0.23% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,333rd of 1,936), and 3,041st of 4,246 in wholesale trade. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,097,951
Participants with balances281
Active participants161
Employer contributions$162,235
Employee contributions$517,466
Employer contribution per active participant$1,008
Average account balance$32,377
Benefits paid to participants$201,203
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 281 accts · $162K emplr
2023$7.6M · 261 accts · $153K emplr
2022$6.3M · 239 accts · $150K emplr
Administrative expenses, itemized · 2024
Investment management$25,362
Total administrative$25,362
The Indianhead Foodservice Distributor, Inc 401(k) match · 2024
Employer contribution per active participant$1,008
Median for plans this size$1,313
2024$1,008 per active participant
2023$1,001 per active participant
2022$910 per active participant

Indianhead Foodservice Distributor, Inc's 2024 employer contribution ran below the $1,313 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 · 20243
FORUSALL · Investment advisory (plan)$24,675
EMPOWER ADVISORY GROUP, LLC · Investment management$687

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

Administrative cost history3
2024$25,362 · 0.30%
2023$20,314 · 0.29%
2022$15,392 · 0.23%
Same employer
Similar plansWholesale Trade · Wisconsin
Heartland Produce Co. WI$10.8M · 0.11%
Semex USA, Inc. WI$10.4M · 0.55%
Vintage Parts, Inc. WI$9.0M · 0.17%
Dhi Corp. WI$8.8M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391243517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.