Plan Ledger DOL Form 5500 · updated monthly

Shady Lane, Inc.401(k)

SHADY LANE, INC. 401(K) PLAN · MANITOWOC, WI · plan year 2022

Reported admin expense ratio · 2022
0.71%

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

Shady Lane, Inc. reported $25,380 in plan administrative expenses for 2022: 0.71% of average plan assets, above the peer median. Employer contributions averaged $581 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 health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,749th of 1,936), and 9,082nd of 11,911 in health care & social assistance. In 2022, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,241,866
Participants with balances64
Active participants110
Employer contributions$63,960
Employee contributions$105,694
Employer contribution per active participant$581
Average account balance$50,654
Benefits paid to participants$141,174
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$24,880
Total administrative$25,380
The Shady Lane, Inc. 401(k) match · 2022
Employer contribution per active participant$581
Median for plans this size$1,114

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

Administrative cost history1
2022$25,380 · 0.71%
Similar plansHealth Care & Social Assistance · Wisconsin
Aptiv WI$3.5M · 0.73%
Lindengrove, Inc. WI$3.4M · 0.78%
Vip Services, Inc. WI$3.3M · 0.02%
Rcs Empowers, Inc. WI$3.2M · 0.79%
S and J Home Care, LLC WI$3.2M · 1.00%
Society's Assets, Inc. WI$3.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390829541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.