Plan Ledger DOL Form 5500 · updated monthly

Kriete Truck Center Milwaukee, Inc.401(k)

KRIETE GROUP RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Kriete Truck Center Milwaukee, Inc. reported $110,674 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,623 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 0.37% to 0.31%. 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 the 498th-largest of 1,936 plans among Wisconsin employers on file, and the 1,047th of 4,246 in wholesale trade. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,439,461
Participants with balances553
Active participants537
Employer contributions$1,408,537
Employee contributions$2,796,403
Employer contribution per active participant$2,623
Average account balance$71,319
Benefits paid to participants$2,110,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 553 accts · $1.4M emplr
2023$32.2M · 506 accts · $710K emplr
2022$27.8M · 466 accts · $579K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,826
Investment management$89,848
Total administrative$110,674
The Kriete Truck Center Milwaukee, Inc. 401(k) match · 2024
Employer contribution per active participant$2,623
Median for plans this size$2,416
2024$2,623 per active participant
2023$1,373 per active participant
2022$1,178 per active participant

Kriete Truck Center Milwaukee, Inc.'s 2024 employer contribution ran above 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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Trustee (discretionary)$110,675

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$110,674 · 0.31%
2023$109,772 · 0.37%
2022$110,889 · 0.37%
Same employer
Similar plansWholesale Trade · Wisconsin
Gustave a. Larson Company WI$42.4M · 0.06%
C.G. Schmidt, Inc. WI$39.7M · 0.23%
Fosber America, Inc. WI$34.6M · 0.18%
Nelson-Jameson, Inc. WI$33.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390821100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.