Plan Ledger DOL Form 5500 · updated monthly

Lad Lake, Inc.401(k)

LAD LAKE 401(K) PLAN · DOUSMAN, WI · plan year 2024

Reported admin expense ratio · 2024
0.66%

Lad Lake, Inc. reported $40,417 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. 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 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,506th of 1,936), and 7,065th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,584,504
Participants with balances276
Active participants222
Employer contributions—
Employee contributions$552,336
Employer contribution per active participant—
Average account balance$23,857
Benefits paid to participants$446,670
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 276 accts
2023$5.7M · 288 accts
2022$5.1M · 283 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,696
Investment management$29,721
Total administrative$40,417
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)$40,417

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$40,417 · 0.66%
2023$33,594 · 0.62%
2022$35,475 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Avanti Health Systems WI$7.2M · 0.63%
Wcsc Holdings, LLC. WI$6.7M · 0.67%
Wlcfs WI$6.0M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390806398 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.