Plan Ledger DOL Form 5500 · updated monthly

Lake Company of Wisconsin, Inc.401(k)

LAKE COMPANY OF WISCONSIN, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

Lake Company of Wisconsin, Inc. reported $4,031 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. 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 0.02% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,232nd of 1,936), and the 2,457th of 5,215 in retail trade. active participation has grown from 124 to 142 since 2022.

Plan summary
Net assets, end of year$10,935,354
Participants with balances162
Active participants142
Employer contributions—
Employee contributions$725,270
Employer contribution per active participant—
Average account balance$67,502
Benefits paid to participants$1,348,371
Plan auditUnmodified (clean) audit opinion
AuditorQBCO ASSURANCE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 162 accts
2023$10.3M · 162 accts
2022$8.8M · 147 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,031
Total administrative$4,031
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$76,182

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Lake Company of Wisconsin, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,031 · 0.04%
2023$2,122 · 0.02%
2022$2,275 · 0.02%
Same employer
Similar plansRetail Trade · Wisconsin
Andrew Chevrolet, Inc. WI$12.0M · 0.29%
Hanover Direct, Inc. WI$10.8M · 0.06%
The Konop Companies, Inc. WI$10.4M · 0.49%
Davians, Inc. WI$10.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391515567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.