Plan Ledger DOL Form 5500 · updated monthly

Lakeside International Trucks, Inc.401(k)

LAKESIDE INTERNATIONAL TRUCKS, INC. RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Lakeside International Trucks, Inc. reported $136,231 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,920 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 rose from 0.46% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 683rd-largest of 1,936 plans among Wisconsin employers on file, and the 597th of 2,677 in transportation & warehousing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,188,478
Participants with balances432
Active participants326
Employer contributions$951,858
Employee contributions$2,091,422
Employer contribution per active participant$2,920
Average account balance$62,936
Benefits paid to participants$5,304,839
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS CPAS + ADVISOR
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 432 accts · $952K emplr
2023$25.9M · 427 accts · $913K emplr
2022$19.9M · 415 accts · $830K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,356
Investment management$122,875
Total administrative$136,231
The Lakeside International Trucks, Inc. 401(k) match · 2024
Employer contribution per active participant$2,920
Median for plans this size$2,416
2024$2,920 per active participant
2023$2,785 per active participant
2022$2,547 per active participant

Lakeside International Trucks, 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 · 20242
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$58,275
SPECTRUM INVESTMENT ADVISORS · Investment advisory (participants)$77,956

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$136,231 · 0.51%
2023$105,212 · 0.46%
2022$95,327 · 0.46%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Warehouse Specialists, LLC WI$66.4M · 0.33%
Wb Holdings, Inc. WI$34.7M · 0.11%
Midwest Holding Group, Inc. WI$27.7M · 0.46%
Lamers Bus Lines, Inc. WI$26.6M · 0.03%
Wow Logistics Company WI$24.7M · 0.18%
Jht Holdings, Inc. WI$24.1M · 0.28%
Halvor Lines, Inc. WI$20.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391487198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.