Plan Ledger DOL Form 5500 · updated monthly

Marling Lumber Company401(k)

MARLING LUMBER COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN · JANESVILLE, WI · plan year 2023

Reported admin expense ratio · 2023
0.79%

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

Marling Lumber Company reported $35,104 in plan administrative expenses for 2023: 0.79% of average plan assets, above the peer median. Employer contributions averaged $471 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 1 year on file its reported administrative ratio rose from 0.53% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,638th of 1,936), and 3,807th of 5,215 in retail trade. In 2023, employees put in $7.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,819,043
Participants with balances98
Active participants86
Employer contributions$40,543
Employee contributions$287,084
Employer contribution per active participant$471
Average account balance$49,174
Benefits paid to participants$250,298
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 98 accts · $41K emplr
2022$4.0M · 100 accts · $39K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,900
Investment management$22,204
Audit (IQPA)$11,000
Total administrative$35,104
The Marling Lumber Company 401(k) match · 2023
Employer contribution per active participant$471
Median for plans this size$1,308
2023$471 per active participant
2022$433 per active participant

Marling Lumber Company's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$24,111
VRAKAS S.C. · Accounting / audit$11,000

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$35,104 · 0.79%
2022$24,218 · 0.53%
Similar plansRetail Trade · Wisconsin
Herrschners, Inc. WI$5.2M · 0.72%
Miller and Sons, Inc. WI$4.9M · 0.64%
Buechel Stone Corp. WI$4.7M · 0.78%
Brunsell Brothers LTD WI$4.4M · 0.47%
Viking Village, Inc WI$4.4M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390452030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.