Plan Ledger DOL Form 5500 · updated monthly

T & W Supermarket, Inc.401(k)

NILSSEN'S SUPERVALU 401(K) PLAN · BALDWIN, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

T & W Supermarket, Inc. reported $7,164 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,196 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 rose from 0.10% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,563rd of 1,936), and 3,556th of 5,215 in retail trade. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,749,244
Participants with balances121
Active participants143
Employer contributions$170,973
Employee contributions$371,710
Employer contribution per active participant$1,196
Average account balance$47,514
Benefits paid to participants$1,051,412
Plan auditUnmodified (clean) audit opinion
AuditorELLINGSON &ELLINGSON, LTD.
Plan history2
Yearassets · accounts · employer contribution
2024$5.7M · 121 accts · $171K emplr
2022$4.2M · 98 accts · $129K emplr
The T & W Supermarket, Inc. 401(k) match · 2024
Employer contribution per active participant$1,196
Median for plans this size$1,313
2024$1,196 per active participant
2022$580 per active participant

T & W Supermarket, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN TRUST COMPANY · Trustee (discretionary) · Contract administrator$7,164

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

Administrative cost history2
2024$7,164 · 0.13%
2022$4,266 · 0.10%
Same employer
Similar plansRetail Trade · Wisconsin
Johnson Motor Sales, Inc. WI$6.7M · 0.56%
Uptown Motors, Inc. WI$6.3M · 0.05%
Crest Cadillac, Inc. WI$5.6M · 0.45%
Hudson Ford LLC WI$5.6M · 0.51%
Herrschners, Inc. WI$5.2M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391308446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.