Plan Ledger DOL Form 5500 · updated monthly

Mid-Wisconsin Beverage, Inc.401(k)

MID-WISCONSIN BEVERAGE, INC. 401(K) SAVINGS PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Mid-Wisconsin Beverage, Inc. reported $39,114 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $3,634 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 3 years on file its reported administrative ratio has held roughly steady near 0.419%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,275th of 1,936), and 2,922nd of 4,246 in wholesale trade. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,967,750
Participants with balances115
Active participants89
Employer contributions$323,434
Employee contributions$336,972
Employer contribution per active participant$3,634
Average account balance$86,676
Benefits paid to participants$621,777
Plan auditUnmodified (clean) audit opinion
AuditorDS&B LTD
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 115 accts · $323K emplr
2023$8.7M · 108 accts · $308K emplr
2022$6.9M · 104 accts · $285K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,401
Investment management$26,713
Total administrative$39,114
The Mid-Wisconsin Beverage, Inc. 401(k) match · 2024
Employer contribution per active participant$3,634
Median for plans this size$1,313
2024$3,634 per active participant
2023$3,537 per active participant
2022$3,475 per active participant

Mid-Wisconsin Beverage, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
HOFF BROTHERS LLC DBA HOFF PRIVATE · Investment advisory (plan)$26,713

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

Administrative cost history3
2024$39,114 · 0.42%
2023$32,565 · 0.42%
2022$30,843 · 0.42%
Same employer
Similar plansWholesale Trade · Wisconsin
Jaeckle Wholesale, Inc WI$11.1M · 0.02%
Design Air, LLC WI$10.9M · 0.36%
Heartland Produce Co. WI$10.8M · 0.11%
Semex USA, Inc. WI$10.4M · 0.55%
Vintage Parts, Inc. WI$9.0M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390986035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.