Plan Ledger DOL Form 5500 · updated monthly

Nasonville Dairy, Inc.Profit-sharing plan

NASONVILLE DAIRY, INC. EMPLOYEES PROFIT SHARING PLAN · MARSHFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Nasonville Dairy, Inc. reported $4,968 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,811 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 rose from 0.02% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,437th of 1,936), and 9,788th of 13,661 in manufacturing. In 2024, the employer put in $2.80 for every $1.00 employees contributed themselves; active participation has grown from 98 to 134 since 2022.

Plan summary
Net assets, end of year$7,752,580
Participants with balances165
Active participants134
Employer contributions$376,651
Employee contributions$134,385
Employer contribution per active participant$2,811
Average account balance$46,985
Benefits paid to participants$785,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 165 accts · $377K emplr
2023$6.8M · 140 accts · $686K emplr
2022$5.1M · 113 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,825
Investment management$110
Total administrative$4,968
Employer contributions to the Nasonville Dairy, Inc. plan · 2024
Employer contribution per active participant$2,811
Median for plans this size$1,313
2024$2,811 per active participant
2023$5,917 per active participant
2022$3,571 per active participant

Nasonville Dairy, 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 · 20243
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$1,940
ECONOMIC GROUP PENSION SERVICES · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$4,968 · 0.07%
2023$8,350 · 0.14%
2022$925 · 0.02%
Same employer
Similar plansManufacturing · Wisconsin
Green Bay Converting Inc WI$7.9M · 0.55%
McNally Industries, LLC WI$7.9M · 0.56%
SA Automotive, LTD. WI$7.8M · 0.87%
Wb Manufacturing, LLC WI$7.8M · 0.40%
Kinex/R&M Holdco, LLC WI$7.7M · 0.21%
American Phoenix, Inc. WI$7.6M · 1.11%
Saris Cycling Group WI$7.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391531117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.