Plan Ledger DOL Form 5500 · updated monthly

Jaeckle Wholesale, Inc401(k)

JAECKLE WHOLESALE, INC. 401(K) SAVINGS PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Jaeckle Wholesale, Inc reported $1,569 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $305 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,224th of 1,936), and 2,777th of 4,246 in wholesale trade. In 2024, employees put in $20.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,068,842
Participants with balances127
Active participants107
Employer contributions$32,671
Employee contributions$673,360
Employer contribution per active participant$305
Average account balance$87,156
Benefits paid to participants$485,304
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 127 accts · $33K emplr
2023$9.5M · 129 accts · $75K emplr
2022$8.2M · 130 accts · $63K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,569
Total administrative$1,569
The Jaeckle Wholesale, Inc 401(k) match · 2024
Employer contribution per active participant$305
Median for plans this size$2,416
2024$305 per active participant
2023$723 per active participant
2022$530 per active participant

Jaeckle Wholesale, Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,569
HARBOUR INVESTMENTS INCindirect comp

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$1,569 · 0.02%
2023$1,019 · 0.01%
2022$1,331 · 0.01%
Same employer
Similar plansWholesale Trade · Wisconsin
Good Foods Group, LLC WI$11.4M · 0.57%
Professional Plating, Inc. WI$11.4M · 0.03%
Design Air, LLC WI$10.9M · 0.36%
Heartland Produce Co. WI$10.8M · 0.11%
Semex USA, Inc. WI$10.4M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390987893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.