Plan Ledger DOL Form 5500 · updated monthly

Schierl Inc.401(k)

SCHIERL COMPANIES 401(K) PLAN · STEVENS POINT, WI · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Schierl Inc. reported $138,379 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~90% of peers. Employer contributions averaged $528 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 0.84% to 0.96%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,061st of 1,936), and the 1,929th of 5,215 in retail trade. In 2024, employees put in $5.90 for every $1.00 the employer contributed; active participation has shrunk from 353 to 292 since 2022.

Plan summary
Net assets, end of year$14,773,490
Participants with balances463
Active participants292
Employer contributions$154,199
Employee contributions$909,809
Employer contribution per active participant$528
Average account balance$31,908
Benefits paid to participants$2,521,654
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 463 accts · $154K emplr
2023$14.2M · 524 accts · $151K emplr
2022$12.6M · 544 accts · $136K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,405
Investment management$32,974
Total administrative$138,379
The Schierl Inc. 401(k) match · 2024
Employer contribution per active participant$528
Median for plans this size$2,416
2024$528 per active participant
2023$381 per active participant
2022$386 per active participant

Schierl 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$15,633

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$138,379 · 0.96%
2023$135,423 · 1.01%
2022$120,451 · 0.84%
Same employer
Similar plansRetail Trade · Wisconsin
Wg&R Furniture Co., Inc. WI$16.7M · 0.50%
Grand Appliance Co., Inc. WI$16.6M · 0.65%
Morton Drug Company WI$16.2M · 0.46%
T.A. Solberg Co., Inc. WI$14.8M · 0.54%
Smart Motors, Inc. WI$14.4M · 0.84%
International Autos, Inc. WI$14.4M · 0.86%
Four Keys, LLC WI$14.3M · 0.96%
Stumpf Motor Company, Inc. WI$14.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390203330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.