Plan Ledger DOL Form 5500 · updated monthly

Productive Living Systems, Inc.ESOP

PLS EMPLOYEE STOCK OWNERSHIP PLAN · ALTOONA, WI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Productive Living Systems, Inc. reported $30 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,009 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 0.003% to 0.000%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,358th of 1,936), and 6,119th of 11,911 in health care & social assistance. active participation has shrunk from 105 to 89 since 2022.

Plan summary
Net assets, end of year$8,818,673
Participants with balances132
Active participants89
Employer contributions$534,795
Employee contributions—
Employer contribution per active participant$6,009
Average account balance$66,808
Benefits paid to participants$903,161
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 132 accts · $535K emplr
2023$7.5M · 143 accts · $900K emplr
2022$4.4M · 150 accts · $580K emplr
Employer contributions to the Productive Living Systems, Inc. plan · 2024
Employer contribution per active participant$6,009
Median for plans this size$1,313
2024$6,009 per active participant
2023$10,000 per active participant
2022$5,524 per active participant

Productive Living Systems, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$30 · 0.00%
2023Not separately reported
2022$178 · 0.00%
Similar plansHealth Care & Social Assistance · Wisconsin
Newcap, Inc. WI$9.5M · 0.01%
Saelens Corporation WI$8.9M · 0.67%
Cap Services, Inc. WI$8.7M · 0.69%
Mj Care, Inc. WI$8.7M · 0.06%
Advocap, Inc. WI$8.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391634391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.