Plan Ledger DOL Form 5500 · updated monthly

Orc Industries, Inc.401(k)

ORC INDUSTRIES, INC RETIREMENT AND SAVINGS PLAN · LA CROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Orc Industries, Inc. reported $1,305 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $550 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 rose from 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,564th of 1,936), and 7,503rd of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 208 to 253 since 2022.

Plan summary
Net assets, end of year$5,736,808
Participants with balances180
Active participants253
Employer contributions$139,089
Employee contributions$212,494
Employer contribution per active participant$550
Average account balance$31,871
Benefits paid to participants$333,805
Plan auditUnmodified (clean) audit opinion
AuditorENGELSON AND ASSOCIATES, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 180 accts · $139K emplr
2023$5.2M · 187 accts · $127K emplr
2022$4.3M · 144 accts · $95K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,305
Total administrative$1,305
The Orc Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$550
Median for plans this size$1,313
2024$550 per active participant
2023$451 per active participant
2022$455 per active participant

Orc Industries, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$1,305

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,305 · 0.02%
2023$525 · 0.01%
2022$825 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Miravida Living, Inc. WI$5.8M · 0.05%
Valley Eye Associates WI$5.6M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391078145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.