Plan Ledger DOL Form 5500 · updated monthly

Pfefferle Companies, Inc.401(k)

PFEFFERLE COMPANIES, INC. 401K PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Pfefferle Companies, Inc. reported $44,872 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $978 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 0.64% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,586th of 1,936), and 1,462nd of 2,096 in real estate & leasing. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,446,858
Participants with balances107
Active participants119
Employer contributions$116,381
Employee contributions$325,134
Employer contribution per active participant$978
Average account balance$50,905
Benefits paid to participants$1,078,361
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 107 accts · $116K emplr
2023$5.2M · 106 accts · $115K emplr
2022$4.2M · 94 accts · $98K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,091
Investment management$17,781
Total administrative$44,872
The Pfefferle Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$978
Median for plans this size$1,313
2024$978 per active participant
2023$925 per active participant
2022$806 per active participant

Pfefferle Companies, 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Contract administrator$16,404

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$44,872 · 0.84%
2023$37,364 · 0.79%
2022$33,250 · 0.64%
Similar plansReal Estate & Leasing · Wisconsin
Msp Real Estate WI$5.7M · 1.03%
Uli Service LLC WI$5.2M · 0.93%
Decade Properties Inc WI$5.1M · 0.30%
Bevara, Inc. WI$4.5M · 1.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391706414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.