Plan Ledger DOL Form 5500 · updated monthly

Shoptikal401(k)

SHOPTIKAL 401K PLAN · GREEN BAY, WI · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Shoptikal reported $31,296 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,362 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 1 year on file its reported administrative ratio rose from 0.069% to 0.075%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 446th-largest of 1,936 plans among Wisconsin employers on file, and the 697th of 5,215 in retail trade. In 2023, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,972,394
Participants with balances1,017
Active participants916
Employer contributions$1,247,890
Employee contributions$3,974,826
Employer contribution per active participant$1,362
Average account balance$45,204
Benefits paid to participants$3,707,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $1.5M emplr
2023$46.0M · 1,017 accts · $1.2M emplr
2022$37.8M · 1,094 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,522
Investment management$774
Total administrative$31,296
The Shoptikal 401(k) match · 2023
Employer contribution per active participant$1,362
Median for plans this size$2,440
2023$1,362 per active participant
2022$1,073 per active participant

Shoptikal's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$30,522

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$31,296 · 0.07%
2022$27,053 · 0.07%
Same employer
Similar plansRetail Trade · Wisconsin
Complete Office, LLC WI$73.9M · 0.02%
Csm Companies, Inc WI$61.4M · 0.25%
Steinhafels Inc. WI$51.6M · 0.32%
The Boucher Group, Inc. WI$50.3M · 0.05%
Duluth Holdings Inc. WI$44.3M · 0.43%
Batteries Plus, LLC WI$41.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834387792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.