Plan Ledger DOL Form 5500 · updated monthly

Northside Elevator, Inc.401(k)

NORTHSIDE ELEVATOR, INC. PROFIT SHARING PLAN · LOYAL, WI · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Northside Elevator, Inc. reported $61,613 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $5,722 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 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 903rd-largest of 1,936 plans among Wisconsin employers on file, and the 262nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,752,402
Participants with balances135
Active participants108
Employer contributions$617,940
Employee contributions$644,051
Employer contribution per active participant$5,722
Average account balance$138,907
Benefits paid to participants$1,176,120
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 135 accts · $618K emplr
2023$16.6M · 151 accts · $614K emplr
2022$13.7M · 145 accts · $623K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,381
Investment management$34,232
Total administrative$61,613
The Northside Elevator, Inc. 401(k) match · 2024
Employer contribution per active participant$5,722
Median for plans this size$2,416
2024$5,722 per active participant
2023$5,289 per active participant
2022$5,276 per active participant

Northside Elevator, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
DENALI WEALTH MANAGEMENT CARL VALIM · Investment advisory (plan)$33,949
BLUE CHIP RETIREMENT PLANS, INC. · Contract administrator$10,470
EMPOWER ADVISORY GROUP, LLC · Investment management$1,516

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$61,613 · 0.35%
2023$51,136 · 0.34%
2022$47,487 · 0.36%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
The Elkin Company, LLC WI$21.7M · 0.47%
Allied Cooperative WI$20.7M · 0.27%
Milk Source, LLC WI$14.5M · 0.43%
Daybreak Foods, Inc. WI$12.4M · 0.02%
Wsf, Inc. WI$12.1M · 0.08%
Natural Beauty Growers, LLC WI$11.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391051310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.