Plan Ledger DOL Form 5500 · updated monthly

Outagamie Co-Op Services, Inc.401(k)

OUTAGAMIE CO-OP SERVICES, INC. RETIREMENT SAVINGS PLAN · LITTLE CHUTE, WI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Outagamie Co-Op Services, Inc. reported $7,322 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,250 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 0.21% to 0.18%. 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 (1,678th of 1,936), and 3,978th of 5,215 in retail trade. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 70 to 84 since 2022.

Plan summary
Net assets, end of year$4,250,499
Participants with balances167
Active participants84
Employer contributions$104,996
Employee contributions$141,673
Employer contribution per active participant$1,250
Average account balance$25,452
Benefits paid to participants$325,525
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 167 accts · $105K emplr
2023$3.9M · 153 accts · $90K emplr
2022$3.3M · 149 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,322
Total administrative$7,322
The Outagamie Co-Op Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,250
Median for plans this size$1,313
2024$1,250 per active participant
2023$1,199 per active participant
2022$1,242 per active participant

Outagamie Co-Op Services, 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$7,123
RETIREMENT STRATEGIES LLC · Recordkeeping · Loan processing$200
OSAIC WEALTH INC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024RETIREMENT STRATEGIES LLC, Transamerica
2023RETIREMENT STRATEGIES LLC, Transamerica

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

Administrative cost history3
2024$7,322 · 0.18%
2023$7,313 · 0.20%
2022$7,763 · 0.21%
Similar plansRetail Trade · Wisconsin
Buechel Stone Corp. WI$4.7M · 0.78%
Brunsell Brothers LTD WI$4.4M · 0.47%
Viking Village, Inc WI$4.4M · 1.04%
Hayat Pharmacy, LLC WI$3.9M · 0.04%
Chrysler World, Inc. WI$3.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391316865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.