Plan Ledger DOL Form 5500 · updated monthly

Menard, Inc.401(k)

MENARD, INC. 401(K) PLAN · EAU CLAIRE, WI · plan year 2024

Reported admin expense ratio · 2024
0.24%

Menard, Inc. reported $619,590 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~90% 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 rose from 0.20% to 0.24%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 111th-largest of 1,936 plans among Wisconsin employers on file, and the 166th of 5,215 in retail trade.

Plan summary
Net assets, end of year$282,017,101
Participants with balances6,156
Active participants53,467
Employer contributions—
Employee contributions$23,498,042
Employer contribution per active participant—
Average account balance$45,812
Benefits paid to participants$18,787,739
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$282.0M · 6,156 accts
2023$245.1M · 6,200 accts
2022$199.1M · 5,992 accts · $32K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$579,590
Investment management$40,000
Total administrative$619,590
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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$579,590
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$40,000
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.

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$619,590 · 0.24%
2023$477,555 · 0.22%
2022$432,605 · 0.20%
Same employer
Similar plansRetail Trade · Wisconsin
Kohl's Inc. WI$2.3B
Kwik Trip, Inc. WI$1.1B · 0.17%
Woodman's Food Market, Inc. WI$710.5M · 0.03%
Lands' End, Inc. WI$430.2M · 0.10%
Blain Supply, Inc. WI$209.5M · 0.16%
Colony Brands, Inc. WI$186.0M · 0.08%
Pomps Tire Service Inc. WI$160.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390989248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.