Plan Ledger DOL Form 5500 · updated monthly

Lakeside Manufacturing, Inc.401(k)

LAKESIDE MANUFACTURING RETIREMENT PLAN · WEST MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Lakeside Manufacturing, Inc. reported $38,338 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,973 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 0.35% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,187th of 1,936), and 8,054th of 13,661 in manufacturing. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 111 to 142 since 2022.

Plan summary
Net assets, end of year$11,926,615
Participants with balances189
Active participants142
Employer contributions$280,233
Employee contributions$753,725
Employer contribution per active participant$1,973
Average account balance$63,104
Benefits paid to participants$2,058,620
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 189 accts · $280K emplr
2023$11.5M · 173 accts · $167K emplr
2022$10.4M · 150 accts · $156K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,338
Investment management$14,000
Total administrative$38,338
The Lakeside Manufacturing, Inc. 401(k) match · 2024
Employer contribution per active participant$1,973
Median for plans this size$2,416
2024$1,973 per active participant
2023$1,268 per active participant
2022$1,410 per active participant

Lakeside Manufacturing, Inc.'s 2024 employer contribution ran below 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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$24,338
ALPHA INVESTMENT CONSULTING GROUP, · Investment advisory (plan)$14,000

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,338 · 0.33%
2023$36,903 · 0.34%
2022$42,920 · 0.35%
Same employer
Similar plansManufacturing · Wisconsin
Muth Mirror Systems LLC WI$12.2M · 0.31%
Salm Partners, LLC WI$12.0M · 0.84%
Schmitz Ready Mix, Inc. WI$12.0M · 0.50%
Tj Hale Company, LLC WI$11.7M · 0.39%
Household Utilities Inc WI$11.7M · 0.57%
Fytertech Nonwovens, LLC WI$11.6M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390861074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.