Plan Ledger DOL Form 5500 · updated monthly

Lincoln Contractors Supply, Inc.401(k)

LINCOLN CONTRACTORS SUPPLY, INC. 401(K) SAVINGS PLAN · MILWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.02%

Lincoln Contractors Supply, Inc. reported $2,600 in plan administrative expenses for 2023: 0.02% 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 has held roughly steady near 0.022%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,123rd of 1,936), and 2,530th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$13,346,392
Participants with balances142
Active participants111
Employer contributions—
Employee contributions$500,757
Employer contribution per active participant—
Average account balance$93,989
Benefits paid to participants$136,465
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS S.C
Plan history2
Yearassets · accounts · employer contribution
2023$13.3M · 142 accts
2022$9.8M · 133 accts · $333K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,600
Total administrative$2,600
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$2,600
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Administrative cost history2
2023$2,600 · 0.02%
2022$2,125 · 0.02%
Same employer
Similar plansWholesale Trade · Wisconsin
Badger Corrugating Company WI$14.1M · 0.34%
Icafe, Inc WI$13.7M · 0.56%
L.F. George, Inc. WI$13.2M · 0.41%
Mecum Auctions, Inc. WI$13.2M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390916068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.