Plan Ledger DOL Form 5500 · updated monthly

Swiderski Equipment, Inc.401(k)

SWIDERSKI EQUIPMENT, INC. SAVINGS AND RETIREMENT PLAN · LITTLE CHUTE, WI · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Swiderski Equipment, Inc. reported $61,108 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $890 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 0.52% to 0.47%. 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 (1,119th of 1,936), and the 2,078th of 5,215 in retail trade. In 2024, employees put in $7.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,452,177
Participants with balances186
Active participants153
Employer contributions$136,130
Employee contributions$1,022,468
Employer contribution per active participant$890
Average account balance$72,324
Benefits paid to participants$1,990,398
Plan auditUnmodified (clean) audit opinion
AuditorKERBER ROSE SC
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 186 accts · $136K emplr
2023$12.7M · 180 accts · $141K emplr
2022$10.4M · 168 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,758
Total administrative$61,108
The Swiderski Equipment, Inc. 401(k) match · 2024
Employer contribution per active participant$890
Median for plans this size$2,416
2024$890 per active participant
2023$920 per active participant
2022$966 per active participant

Swiderski Equipment, 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 · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$1,304

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$61,108 · 0.47%
2023$57,821 · 0.50%
2022$57,079 · 0.52%
Same employer
Similar plansRetail Trade · Wisconsin
Stumpf Motor Company, Inc. WI$14.0M · 0.25%
Holz Motors, Inc WI$13.8M · 0.27%
Home Run Auto Group WI$13.2M · 0.53%
Heiser Ford, Inc. WI$13.2M · 0.55%
Metcalfe Markets Inc WI$13.2M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391125456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.