Plan Ledger DOL Form 5500 · updated monthly

N & M Transfer Co., Inc.401(k)

N & M TRANSFER CO. INC. 401(K) PROFIT SHARING PLAN · NEENAH, 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

N & M Transfer Co., Inc. reported $89,037 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,338 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 fell from 0.12% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 218th-largest of 1,936 plans among Wisconsin employers on file, and the 221st of 2,677 in transportation & warehousing. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,940,337
Participants with balances717
Active participants660
Employer contributions$2,203,200
Employee contributions$2,545,089
Employer contribution per active participant$3,338
Average account balance$154,729
Benefits paid to participants$12,865,406
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$110.9M · 717 accts · $2.2M emplr
2023$107.0M · 734 accts · $2.3M emplr
2022$97.9M · 745 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,037
Total administrative$89,037
The N & M Transfer Co., Inc. 401(k) match · 2024
Employer contribution per active participant$3,338
Median for plans this size$3,635
2024$3,338 per active participant
2023$3,298 per active participant
2022$3,234 per active participant

N & M Transfer Co., Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. 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
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$89,037
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$89,037 · 0.08%
2023$97,243 · 0.09%
2022$111,968 · 0.12%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Schneider National, Inc. WI$893.4M · 0.09%
Roehl Transport, Inc. WI$138.7M · 0.18%
Marten Transport, LTD. WI$137.5M · 0.31%
Air Wisconsin Airlines LLC WI$117.0M · 0.10%
Kspg Holding USA, Inc. WI$88.1M · 0.23%
Warehouse Specialists, LLC WI$66.4M · 0.33%
Wb Holdings, Inc. WI$34.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391389333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.