Plan Ledger DOL Form 5500 · updated monthly

Services Plus, Inc.401(k)

SERVICES PLUS, INC. 401K SAVINGS PLAN AND TRUST · GREEN BAY, WI · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

Services Plus, Inc. reported $6,292 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $280 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,786th of 1,936), and 1,977th of 2,677 in transportation & warehousing. In 2022, employees put in $4.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,768,878
Participants with balances80
Active participants122
Employer contributions$34,140
Employee contributions$158,892
Employer contribution per active participant$280
Average account balance$34,611
Benefits paid to participants$913,450
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,292
Total administrative$6,292
The Services Plus, Inc. 401(k) match · 2022
Employer contribution per active participant$280
Median for plans this size$1,114

Services Plus, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,292 · 0.18%
Similar plansTransportation & Warehousing · Wisconsin
Prince Corporation WI$3.7M · 0.39%
Karl's Transport, Inc. WI$3.4M · 0.81%
Air Cargo Carriers, LLC WI$3.2M · 0.77%
Sparhawk Trucking, Inc. WI$3.1M · 0.02%
Student Transit, Inc. WI$2.6M · 1.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391517463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.