Plan Ledger DOL Form 5500 · updated monthly

Octopi Brewing LLC401(k)

OCTOPI BREWING 401(K) PLAN · WAUNAKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Octopi Brewing LLC reported $1,545 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,244 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 0.07% to 0.06%. 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 (1,760th of 1,936), and 12,206th of 13,661 in manufacturing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 121 to 202 since 2022.

Plan summary
Net assets, end of year$3,124,060
Participants with balances258
Active participants202
Employer contributions$453,313
Employee contributions$745,454
Employer contribution per active participant$2,244
Average account balance$12,109
Benefits paid to participants$286,211
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 258 accts · $453K emplr
2023$1.8M · 185 accts · $279K emplr
2022$1.0M · 105 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,545
Total administrative$1,545
The Octopi Brewing LLC 401(k) match · 2024
Employer contribution per active participant$2,244
Median for plans this size$1,313
2024$2,244 per active participant
2023$1,813 per active participant
2022$2,699 per active participant

Octopi Brewing LLC's 2024 employer contribution ran above 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 · 20241

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$1,545 · 0.06%
2023$1,575 · 0.11%
2022$480 · 0.07%
Same employer
Similar plansManufacturing · Wisconsin
Cpt, Inc. WI$3.4M · 0.91%
Argon Industries, Inc WI$3.2M · 1.07%
Vital Plastics, Inc WI$3.2M · 0.34%
Panoramic, Inc. WI$3.1M · 0.62%
Mastermold LLC WI$3.1M · 1.04%
All-Lift Systems, Inc. WI$2.9M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464662427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.