Plan Ledger DOL Form 5500 · updated monthly

Prince Corporation401(k)

PRINCE CORPORATION 401(K) PROFIT SHARING PLAN · MARSHFIELD, WI · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Prince Corporation reported $16,758 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $615 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 0.39% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,725th of 1,936), and 1,829th of 2,677 in transportation & warehousing. In 2022, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,688,709
Participants with balances117
Active participants128
Employer contributions$78,745
Employee contributions$272,065
Employer contribution per active participant$615
Average account balance$31,527
Benefits paid to participants$734,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 93 accts · $75K emplr
2023$3.5M · 102 accts · $80K emplr
2022$3.7M · 117 accts · $79K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,338
Investment management$420
Total administrative$16,758
The Prince Corporation 401(k) match · 2022
Employer contribution per active participant$615
Median for plans this size$1,114
2024$751 per active participant
2023$693 per active participant
2022$615 per active participant

Prince Corporation'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 history3
2024$21,720 · 0.60%
2023$21,479 · 0.60%
2022$16,758 · 0.39%
Similar plansTransportation & Warehousing · Wisconsin
Cedar Grove Warehouse Inc WI$4.5M · 0.71%
Telford Aviation Inc WI$3.9M · 0.73%
Karl's Transport, Inc. WI$3.4M · 0.81%
Air Cargo Carriers, LLC WI$3.2M · 0.77%
Sparhawk Trucking, Inc. WI$3.1M · 0.02%
Services Plus, Inc. WI$2.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391882387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.