Plan Ledger DOL Form 5500 · updated monthly

Riesterer & Schnell, Inc.401(k)

RIESTERER & SCHNELL 401(K) PLAN · PULASKI, WI · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Riesterer & Schnell, Inc. reported $144,354 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,151 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 0.73% to 0.56%. 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 695th-largest of 1,936 plans among Wisconsin employers on file, and the 1,486th of 4,246 in wholesale trade. In 2024, employees put in $4.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,824,447
Participants with balances301
Active participants269
Employer contributions$309,622
Employee contributions$1,532,714
Employer contribution per active participant$1,151
Average account balance$89,118
Benefits paid to participants$3,389,508
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 301 accts · $310K emplr
2023$24.7M · 371 accts · $558K emplr
2022$20.8M · 356 accts · $802K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,419
Investment management$87,935
Total administrative$144,354
The Riesterer & Schnell, Inc. 401(k) match · 2024
Employer contribution per active participant$1,151
Median for plans this size$2,416
2024$1,151 per active participant
2023$2,083 per active participant
2022$3,073 per active participant

Riesterer & Schnell, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20243
PENSION INC · Recordkeeping$9,099
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$56,968
LINCOLN NATIONAL CORPORATION · Contract administrator$25,786

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

Recordkeeper by year2
2024PENSION INC
2023PENSION INC

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

Administrative cost history3
2024$144,354 · 0.56%
2023$166,074 · 0.73%
2022$166,092 · 0.73%
Same employer
Similar plansWholesale Trade · Wisconsin
Gs Global Resources, Inc. WI$28.2M · 0.17%
R.J. Schinner Co., Inc. WI$27.4M · 0.61%
Machine Service, Inc. WI$27.0M · 0.29%
Uniek, Inc. WI$26.8M · 0.16%
Holiday Wholesale, Inc. WI$25.7M · 0.43%
All States AG Parts, LLC WI$25.1M · 0.31%
Nassco, Inc. WI$24.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391845937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.