Plan Ledger DOL Form 5500 · updated monthly

Schwabe North America401(k)

NATURE'S WAY 401(K) PLAN · GREEN BAY, WI · plan year 2025

Reported admin expense ratio · 2025
0.11%

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

Schwabe North America reported $127,087 in plan administrative expenses for 2025: 0.11% of average plan assets, below the peer median. Employer contributions averaged $6,772 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 fell from 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 200th-largest of 1,936 plans among Wisconsin employers on file, and the 1,657th of 13,661 in manufacturing. In 2025, employees put in $1.24 for every $1.00 the employer contributed; active participation has shrunk from 688 to 604 since 2022.

Plan summary
Net assets, end of year$120,447,006
Participants with balances880
Active participants604
Employer contributions$4,090,094
Employee contributions$5,067,778
Employer contribution per active participant$6,772
Average account balance$136,872
Benefits paid to participants$15,859,011
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$120.4M · 880 accts · $4.1M emplr
2024$108.8M · 927 accts · $4.4M emplr
2023$96.2M · 934 accts · $4.1M emplr
2022$82.9M · 953 accts · $3.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,284
Total administrative$127,087
The Schwabe North America 401(k) match · 2025
Employer contribution per active participant$6,772
Median for plans this size$4,093
2025$6,772 per active participant
2024$6,579 per active participant
2023$6,239 per active participant
2022$5,387 per active participant

Schwabe North America's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
SOLTIS INVETMENT ADVISORS · Investment advisory (plan)$99,803
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,284

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$127,087 · 0.11%
2024$28,461 · 0.03%
2023$15,490 · 0.02%
2022$106,966 · 0.12%
Same employer
Similar plansManufacturing · Wisconsin
Wis-Pak, Inc. WI$129.2M · 0.11%
Husco International, Inc. WI$128.1M · 0.12%
Fiskars Brands, Inc. WI$122.2M · 0.17%
The Vollrath Company, LLC WI$120.1M · 0.16%
Brakebush Brothers, Inc. WI$117.7M · 0.25%
Chr. Hansen, Inc. WI$115.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870388645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.