Plan Ledger DOL Form 5500 · updated monthly

Pagel's Ponderosa Dairy, LLC401(k)

PAGEL'S PONDEROSA 401(K) PLAN · KEWAUNEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.88%

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

Pagel's Ponderosa Dairy, LLC reported $21,025 in plan administrative expenses for 2022: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $872 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Wisconsin (1,817th of 1,936), and 787th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,261,036
Participants with balances55
Active participants136
Employer contributions$118,598
Employee contributions$181,358
Employer contribution per active participant$872
Average account balance$41,110
Benefits paid to participants$132,561
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,775
Professional / advisory$250
Total administrative$21,025
The Pagel's Ponderosa Dairy, LLC 401(k) match · 2022
Employer contribution per active participant$872
Median for plans this size$1,114

Pagel's Ponderosa Dairy, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,025 · 0.88%
Same employer
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Strauss Brands LLC WI$7.5M · 0.09%
S & R Egg Farms, Inc. WI$5.7M · 0.05%
Medford Cooperative, Inc. WI$4.0M · 0.53%
Tellurian, Inc. WI$2.6M · 0.08%
The Fresh Group, LTD. WI$1.9M · 0.17%
Breezy Hill Nursery Inc. WI$1.8M · 0.08%
Fg Holdings Company, LLC WI$1.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391995061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.