Plan Ledger DOL Form 5500 · updated monthly

New Glarus Brewing Company401(k)

NEW GLARUS BREWING COMPANY 401(K) PLAN · NEW GLARUS, WI · plan year 2025

Reported admin expense ratio · 2025
0.04%

New Glarus Brewing Company reported $4,442 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% 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 3 years on file its reported administrative ratio rose from 0.01% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,109th of 1,936), and 7,481st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$13,713,294
Participants with balances115
Active participants109
Employer contributions—
Employee contributions$886,939
Employer contribution per active participant—
Average account balance$119,246
Benefits paid to participants$556,136
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$13.7M · 115 accts
2024$11.7M · 116 accts
2023$9.9M · 117 accts
2022$7.9M · 117 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,442
Total administrative$4,442
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,441
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · 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 history4
2025$4,442 · 0.04%
2024$5,786 · 0.05%
2023$3,017 · 0.03%
2022$860 · 0.01%
Same employer
Similar plansManufacturing · Wisconsin
Printron Engravers, Inc. WI$13.8M · 0.53%
Bci Burke Company, LLC WI$13.8M · 0.30%
R&B Grinding LLC WI$13.6M · 0.19%
Uw Provision Company Inc. WI$13.6M · 0.47%
Schwaab, Inc. WI$13.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391763272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.