Plan Ledger DOL Form 5500 · updated monthly

Perlick Corporation401(k)

PERLICK CORPORATION RETIREMENT SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Perlick Corporation reported $49,782 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,858 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 0.31% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 561st-largest of 1,936 plans among Wisconsin employers on file, and the 4,096th of 13,661 in manufacturing. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has shrunk from 307 to 214 since 2022.

Plan summary
Net assets, end of year$34,173,421
Participants with balances323
Active participants214
Employer contributions$611,584
Employee contributions$1,440,219
Employer contribution per active participant$2,858
Average account balance$105,800
Benefits paid to participants$3,138,501
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 323 accts · $612K emplr
2023$31.1M · 367 accts · $753K emplr
2022$28.2M · 375 accts · $969K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,782
Total administrative$49,782
The Perlick Corporation 401(k) match · 2024
Employer contribution per active participant$2,858
Median for plans this size$2,416
2024$2,858 per active participant
2023$2,798 per active participant
2022$3,157 per active participant

Perlick Corporation's 2024 employer contribution ran above the $2,416 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$49,962

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

Recordkeeper by year2
2024T. Rowe Price
2023OneAmerica, T. Rowe Price

This plan has changed recordkeepers within these filings. If you left Perlick Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,782 · 0.15%
2023$75,254 · 0.25%
2022$97,337 · 0.31%
Same employer
Similar plansManufacturing · Wisconsin
Luvata Appleton, LLC WI$35.5M · 0.14%
Klondike Cheese Co. WI$35.4M · 0.37%
Dixon Ticonderoga Company WI$33.7M · 0.34%
Trace-A-Matic Corporation WI$33.6M · 0.30%
Milsco, LLC WI$33.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390533500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.