Plan Ledger DOL Form 5500 · updated monthly

Packer City International Trucks, Inc.401(k)

PACKER CITY INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN · GREEN BAY, WI · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Packer City International Trucks, Inc. reported $63,185 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,631 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 0.53% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,113th of 1,936), and the 2,058th of 5,215 in retail trade. In 2023, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,645,281
Participants with balances139
Active participants109
Employer contributions$177,747
Employee contributions$542,914
Employer contribution per active participant$1,631
Average account balance$98,167
Benefits paid to participants$2,261,879
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 138 accts · $35K emplr
2023$13.6M · 139 accts · $178K emplr
2022$12.2M · 129 accts · $176K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,899
Investment management$58,286
Total administrative$63,185
The Packer City International Trucks, Inc. 401(k) match · 2023
Employer contribution per active participant$1,631
Median for plans this size$2,440
2024$333 per active participant
2023$1,631 per active participant
2022$1,663 per active participant

Packer City International Trucks, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$19,974
MORGAN STANELY GLOBAL BANKING · Investment advisory (plan)$43,211

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$286 · 0.00%
2023$63,185 · 0.49%
2022$64,899 · 0.53%
Similar plansRetail Trade · Wisconsin
Four Keys, LLC WI$14.3M · 0.96%
Stumpf Motor Company, Inc. WI$14.0M · 0.25%
Holz Motors, Inc WI$13.8M · 0.27%
Swiderski Equipment, Inc. WI$13.5M · 0.47%
Home Run Auto Group WI$13.2M · 0.53%
Heiser Ford, Inc. WI$13.2M · 0.55%
Metcalfe Markets Inc WI$13.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391413893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.