Plan Ledger DOL Form 5500 · updated monthly

O&H Danish Bakery Inc401(k)

O&H DANISH BAKERY, INC. 401(K) PLAN · RACINE, WI · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

O&H Danish Bakery Inc reported $42,049 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,159 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 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,335th of 1,936), and 2,819th of 5,215 in retail trade. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,086,873
Participants with balances114
Active participants250
Employer contributions$289,864
Employee contributions$489,754
Employer contribution per active participant$1,159
Average account balance$79,709
Benefits paid to participants$745,954
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 114 accts · $290K emplr
2023$8.1M · 115 accts · $282K emplr
2022$6.6M · 134 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$500
Investment management$1,374
Total administrative$42,049
The O&H Danish Bakery Inc 401(k) match · 2024
Employer contribution per active participant$1,159
Median for plans this size$1,313
2024$1,159 per active participant
2023$1,054 per active participant
2022$958 per active participant

O&H Danish Bakery Inc's 2024 employer contribution ran below the $1,313 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 · 20243
JOHNSON BANK · Trustee · Investment advisory (plan)$40,175
JOHNSON WEALTH INC · Investment advisory (plan)$1,374

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$42,049 · 0.49%
2023$35,587 · 0.48%
2022$33,558 · 0.47%
Same employer
Similar plansRetail Trade · Wisconsin
Ken Vance Car City, Inc. WI$9.4M · 0.68%
Bodies by Brenengen WI$9.1M · 0.53%
Brickner Motors, Inc. WI$8.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391258596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.