Plan Ledger DOL Form 5500 · updated monthly

Klondike Cheese Co.401(k)

KLONDIKE CHEESE CO. 401(K) RETIREMENT PLAN · MONROE, WI · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Klondike Cheese Co. reported $124,286 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $7,570 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 fell from 0.42% to 0.37%. 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 the 549th-largest of 1,936 plans among Wisconsin employers on file, and the 4,006th of 13,661 in manufacturing. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves; active participation has grown from 186 to 226 since 2022.

Plan summary
Net assets, end of year$35,350,841
Participants with balances267
Active participants226
Employer contributions$1,710,921
Employee contributions$1,199,766
Employer contribution per active participant$7,570
Average account balance$132,400
Benefits paid to participants$2,431,300
Plan auditUnmodified (clean) audit opinion
AuditorBENNING GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 267 accts · $1.7M emplr
2023$31.4M · 255 accts · $1.5M emplr
2022$26.3M · 234 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,723
Investment management$81,563
Total administrative$124,286
The Klondike Cheese Co. 401(k) match · 2024
Employer contribution per active participant$7,570
Median for plans this size$2,416
2024$7,570 per active participant
2023$7,254 per active participant
2022$6,729 per active participant

Klondike Cheese Co.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$42,723
PRIVATE ADVISOR GROUP · Investment advisory (participants) · Investment advisory (plan)$81,563
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$124,286 · 0.37%
2023$110,150 · 0.38%
2022$122,575 · 0.42%
Same employer
Similar plansManufacturing · Wisconsin
Techniplas LLC WI$36.1M · 0.16%
Livewire Ev, LLC WI$35.9M · 0.08%
Luvata Appleton, LLC WI$35.5M · 0.14%
Perlick Corporation WI$34.2M · 0.15%
Dixon Ticonderoga Company WI$33.7M · 0.34%
Trace-A-Matic Corporation WI$33.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391185892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.