Plan Ledger DOL Form 5500 · updated monthly

R.J. Schinner Co., Inc.401(k)

R.J. SCHINNER CO., INC. 401K SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

R.J. Schinner Co., Inc. reported $153,644 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,312 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 0.03% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 679th-largest of 1,936 plans among Wisconsin employers on file, and the 1,461st of 4,246 in wholesale trade. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has grown from 484 to 562 since 2022.

Plan summary
Net assets, end of year$27,396,580
Participants with balances363
Active participants562
Employer contributions$737,329
Employee contributions$2,301,094
Employer contribution per active participant$1,312
Average account balance$75,473
Benefits paid to participants$2,165,905
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 363 accts · $737K emplr
2023$23.0M · 353 accts · $666K emplr
2022$18.0M · 341 accts · $642K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,644
Total administrative$153,644
The R.J. Schinner Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,312
Median for plans this size$2,416
2024$1,312 per active participant
2023$1,252 per active participant
2022$1,326 per active participant

R.J. Schinner Co., Inc.'s 2024 employer contribution ran below 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
EQUITABLE LIFE INSURANCE CO · Recordkeeping · Loan processing$153,644

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

Recordkeeper by year2
2024EQUITABLE LIFE INSURANCE CO
2023EQUITABLE LIFE INSURANCE CO

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$153,644 · 0.61%
2023$13,418 · 0.07%
2022$5,898 · 0.03%
Same employer
Similar plansWholesale Trade · Wisconsin
Wdi, LLC WI$30.8M · 0.42%
Certco, Inc. WI$29.3M · 0.19%
Gs Global Resources, Inc. WI$28.2M · 0.17%
Machine Service, Inc. WI$27.0M · 0.29%
Riesterer & Schnell, Inc. WI$26.8M · 0.56%
Uniek, Inc. WI$26.8M · 0.16%
Holiday Wholesale, Inc. WI$25.7M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390956660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.