Plan Ledger DOL Form 5500 · updated monthly

Nekoosa Coated Products, LLC401(k)

NEKOOSA RETIREMENT SAVINGS PLAN · NEKOOSA, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Nekoosa Coated Products, LLC reported $32,275 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,750 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 0.49% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 860th-largest of 1,936 plans among Wisconsin employers on file, and the 5,909th of 13,661 in manufacturing. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 232 to 280 since 2022.

Plan summary
Net assets, end of year$20,150,751
Participants with balances305
Active participants280
Employer contributions$769,925
Employee contributions$1,584,723
Employer contribution per active participant$2,750
Average account balance$66,068
Benefits paid to participants$2,566,011
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 305 accts · $770K emplr
2023$14.3M · 257 accts · $534K emplr
2022$11.7M · 288 accts · $482K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,567
Investment management$12,708
Total administrative$32,275
The Nekoosa Coated Products, LLC 401(k) match · 2024
Employer contribution per active participant$2,750
Median for plans this size$2,416
2024$2,750 per active participant
2023$2,078 per active participant
2022$2,076 per active participant

Nekoosa Coated Products, LLC's 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$19,567
INDEPENDENT FINANCIAL · Contract administrator · Investment advisory (plan)$12,708

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$32,275 · 0.19%
2023$85,749 · 0.66%
2022$61,849 · 0.49%
Same employer
Similar plansManufacturing · Wisconsin
Construction Forms, Inc. WI$20.4M · 0.28%
Metal-Era, LLC WI$20.3M · 0.37%
Systems, LLC WI$20.1M · 0.06%
Marine Travelift, Inc. WI$19.8M · 0.28%
Stecker Machine Co., Inc. WI$19.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542172450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.