Plan Ledger DOL Form 5500 · updated monthly

Larson Management Inc.401(k)

LARSON MANAGEMENT INC. 401K PROFIT SHARING PLAN · EAU CLAIRE, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Larson Management Inc. reported $3,011 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $196 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 0.03% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,686th of 1,936), and the 985th of 2,240 in accommodation & food services. In 2024, employees put in $6.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,198,141
Participants with balances236
Active participants238
Employer contributions$46,701
Employee contributions$290,440
Employer contribution per active participant$196
Average account balance$17,789
Benefits paid to participants$107,186
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 236 accts · $47K emplr
2023$3.6M · 252 accts · $53K emplr
2022$3.0M · 187 accts · $45K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,011
Total administrative$3,011
The Larson Management Inc. 401(k) match · 2024
Employer contribution per active participant$196
Median for plans this size$1,313
2024$196 per active participant
2023$220 per active participant
2022$207 per active participant

Larson Management Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,536
EDWARD D JONES AND CO · Consultingindirect comp

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$3,011 · 0.08%
2023$2,020 · 0.06%
2022$908 · 0.03%
Similar plansAccommodation & Food Services · Wisconsin
Courtesy Corporation WI$4.5M · 0.68%
Doro, Incorporated WI$4.4M · 1.14%
Cobblestone Hotels, LLC WI$4.2M · 0.52%
Toppers Pizza, LLC WI$4.1M · 0.66%
Afsco, Inc. WI$3.9M · 0.45%
Weber Holdings, LLC WI$3.6M · 0.63%
Eatstreet, Inc. WI$3.5M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391681041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.