Plan Ledger DOL Form 5500 · updated monthly

Sendiks Fine Foods, Inc.401(k)

SENDIK'S FINE FOODS, INC. 401(K) PLAN · BROOKFIELD, WI · plan year 2025

Reported admin expense ratio · 2025
0.62%

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

Sendiks Fine Foods, Inc. reported $40,408 in plan administrative expenses for 2025: 0.62% of average plan assets, above the peer median. Employer contributions averaged $608 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 4 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,467th of 1,936), and 3,226th of 5,215 in retail trade. In 2025, employees put in $5.67 for every $1.00 the employer contributed; active participation has grown from 98 to 116 since 2022.

Plan summary
Net assets, end of year$7,193,318
Participants with balances132
Active participants116
Employer contributions$70,501
Employee contributions$400,073
Employer contribution per active participant$608
Average account balance$54,495
Benefits paid to participants$198,657
Plan auditUnmodified (clean) audit opinion
AuditorCHORTEK LLP
Plan history4
Yearassets · accounts · employer contribution
2025$7.2M · 132 accts · $71K emplr
2024$5.9M · 121 accts · $64K emplr
2023$5.0M · 118 accts · $65K emplr
2022$4.1M · 106 accts · $58K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$40,408
Total administrative$40,408
The Sendiks Fine Foods, Inc. 401(k) match · 2025
Employer contribution per active participant$608
Median for plans this size$1,464
2025$608 per active participant
2024$595 per active participant
2023$572 per active participant
2022$594 per active participant

Sendiks Fine Foods, Inc.'s 2025 employer contribution ran below the $1,464 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 · 20254
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$15,891
PEAK RETIREMENT GROUP · Contract administrator$1,946
EMPOWER ADVISORY GROUP LLC · Investment management$1,731

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$40,408 · 0.62%
2024$34,279 · 0.63%
2023$27,430 · 0.60%
2022$27,333 · 0.60%
Similar plansRetail Trade · Wisconsin
Unbolt, Inc. WI$7.8M · 0.48%
Milaeger's Inc. WI$7.6M · 0.01%
J.W. Jung Seed Company WI$6.9M · 0.52%
Tw Vending Inc. WI$6.9M · 0.40%
Johnson Motor Sales, Inc. WI$6.7M · 0.56%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391981482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.