Plan Ledger DOL Form 5500 · updated monthly

Schumann Printers, Inc.401(k)

SCHUMANN PRINTERS INC RETIREMENT PROGRAM · FALL RIVER, WI · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Schumann Printers, Inc. reported $51,731 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $782 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 3 years on file its reported administrative ratio rose from 0.03% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (970th of 1,936), and the 6,593rd of 13,661 in manufacturing. In 2025, employees put in $3.37 for every $1.00 the employer contributed; active participation has grown from 133 to 194 since 2022.

Plan summary
Net assets, end of year$16,921,936
Participants with balances181
Active participants194
Employer contributions$151,696
Employee contributions$511,863
Employer contribution per active participant$782
Average account balance$93,491
Benefits paid to participants$1,687,330
Plan auditUnmodified (clean) audit opinion
AuditorCHORTEK LLP
Plan history4
Yearassets · accounts · employer contribution
2025$16.9M · 181 accts · $152K emplr
2024$15.7M · 194 accts · $154K emplr
2023$14.4M · 195 accts · $144K emplr
2022$12.3M · 150 accts · $142K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,676
Investment management$24,055
Total administrative$51,731
The Schumann Printers, Inc. 401(k) match · 2025
Employer contribution per active participant$782
Median for plans this size$2,666
2025$782 per active participant
2024$923 per active participant
2023$870 per active participant
2022$1,068 per active participant

Schumann Printers, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
JOHNSON WEALTH INC · Investment advisory (plan)$23,219
ADVISED ASSETS GROUP, LLC · Investment management$836

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

Administrative cost history4
2025$51,731 · 0.32%
2024$4,221 · 0.03%
2023$3,379 · 0.03%
2022$3,835 · 0.03%
Same employer
Similar plansManufacturing · Wisconsin
Kaysun Corporation WI$17.0M · 0.43%
Schwing Bioset, Inc. WI$16.8M · 0.43%
Walzcraft Industries, Inc WI$16.7M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391078568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.