Plan Ledger DOL Form 5500 · updated monthly

Port City Bakery, Inc.401(k)

PORT CITY BAKERY, INC. RETIREMENT PLAN · GREEN BAY, WI · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Port City Bakery, Inc. reported $12,232 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,249 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 3 years on file its reported administrative ratio fell from 0.07% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 753rd-largest of 1,936 plans among Wisconsin employers on file, and the 5,235th of 13,661 in manufacturing. In 2025, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 350 to 472 since 2022.

Plan summary
Net assets, end of year$24,176,110
Participants with balances516
Active participants472
Employer contributions$1,061,728
Employee contributions$1,722,362
Employer contribution per active participant$2,249
Average account balance$46,853
Benefits paid to participants$2,795,559
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.2M · 516 accts · $1.1M emplr
2024$20.8M · 460 accts · $924K emplr
2023$17.1M · 402 accts · $830K emplr
2022$13.2M · 355 accts · $698K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$12,232
Total administrative$12,232
The Port City Bakery, Inc. 401(k) match · 2025
Employer contribution per active participant$2,249
Median for plans this size$2,666
2025$2,249 per active participant
2024$2,231 per active participant
2023$2,237 per active participant
2022$1,996 per active participant

Port City Bakery, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$12,232

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

Recordkeeper by year3
2025ASSOCIATED TRUST COMPANY, N.A.
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history4
2025$12,232 · 0.05%
2024$10,721 · 0.06%
2023$9,155 · 0.06%
2022$10,120 · 0.07%
Same employer
Similar plansManufacturing · Wisconsin
Great Lakes Veneer, Inc. WI$24.8M · 0.31%
Poclain Hydraulics, Inc. WI$24.6M · 0.36%
Jagemann Stamping Co. WI$24.4M · 0.29%
Ldi Industries, Inc. WI$24.3M · 0.22%
Sani-Matic, Inc. WI$23.9M · 0.32%
Iris USA, Inc. WI$23.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391648648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.