Plan Ledger DOL Form 5500 · updated monthly

Stumpf Motor Company, Inc.401(k)

STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Stumpf Motor Company, Inc. reported $33,243 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $500 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 2 years on file its reported administrative ratio fell from 0.27% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,099th of 1,936), and the 2,021st of 5,215 in retail trade. In 2024, employees put in $7.53 for every $1.00 the employer contributed; active participation has grown from 94 to 109 since 2022.

Plan summary
Net assets, end of year$13,952,801
Participants with balances138
Active participants109
Employer contributions$54,531
Employee contributions$410,824
Employer contribution per active participant$500
Average account balance$101,107
Benefits paid to participants$1,070,252
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 138 accts · $55K emplr
2023$12.6M · 143 accts · $66K emplr
2022$10.9M · 134 accts · $60K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,409
Investment management$3,834
Total administrative$33,243
The Stumpf Motor Company, Inc. 401(k) match · 2024
Employer contribution per active participant$500
Median for plans this size$2,416
2024$500 per active participant
2023$552 per active participant
2022$642 per active participant

Stumpf Motor Company, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Participant communication$29,409
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$33,243 · 0.25%
2023$23,739 · 0.20%
2022$32,593 · 0.27%
Same employer
Similar plansRetail Trade · Wisconsin
Schierl Inc. WI$14.8M · 0.96%
Smart Motors, Inc. WI$14.4M · 0.84%
International Autos, Inc. WI$14.4M · 0.86%
Four Keys, LLC WI$14.3M · 0.96%
Holz Motors, Inc WI$13.8M · 0.27%
Swiderski Equipment, Inc. WI$13.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390903130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.