Plan Ledger DOL Form 5500 · updated monthly

Lakeside Foods, Inc.401(k)

LAKESIDE FOODS, INC. RETIREMENT PLAN · MANITOWOC, WI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Lakeside Foods, Inc. reported $343,368 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,268 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 0.33% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 214th-largest of 1,936 plans among Wisconsin employers on file, and the 1,731st of 13,661 in manufacturing. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$113,711,040
Participants with balances1,921
Active participants1,360
Employer contributions$3,084,972
Employee contributions$5,057,729
Employer contribution per active participant$2,268
Average account balance$59,194
Benefits paid to participants$8,118,231
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$113.7M · 1,921 accts · $3.1M emplr
2023$102.8M · 1,936 accts · $3.8M emplr
2022$90.1M · 1,724 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,746
Investment management$288,622
Total administrative$343,368
The Lakeside Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$2,268
Median for plans this size$3,635
2024$2,268 per active participant
2023$2,918 per active participant
2022$3,058 per active participant

Lakeside Foods, Inc.'s 2024 employer contribution ran below the $3,635 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 · Pension consulting$343,368

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.

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Administrative cost history3
2024$343,368 · 0.32%
2023$316,479 · 0.33%
2022$302,287 · 0.33%
Same employer
Similar plansManufacturing · Wisconsin
The Vollrath Company, LLC WI$120.1M · 0.16%
Brakebush Brothers, Inc. WI$117.7M · 0.25%
Chr. Hansen, Inc. WI$115.0M · 0.21%
Fairbanks Morse, LLC WI$112.7M · 0.14%
Kuhn North America, Inc. WI$112.6M · 0.15%
Bemis Manufacturing Company WI$107.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390417640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.