Plan Ledger DOL Form 5500 · updated monthly

Tab Products Co., LLC401(k)

TAB PRODUCTS CO. TAX DEFERRED SAVINGS PLAN · MAYVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Tab Products Co., LLC reported $13,277 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $835 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 0.10% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (977th of 1,936), and 2,186th of 4,246 in wholesale trade. In 2024, employees put in $7.05 for every $1.00 the employer contributed; active participation has shrunk from 95 to 73 since 2022.

Plan summary
Net assets, end of year$16,775,369
Participants with balances118
Active participants73
Employer contributions$60,930
Employee contributions$429,520
Employer contribution per active participant$835
Average account balance$142,164
Benefits paid to participants$519,468
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 118 accts · $61K emplr
2023$14.7M · 125 accts · $64K emplr
2022$12.8M · 147 accts · $71K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,277
Total administrative$13,277
The Tab Products Co., LLC 401(k) match · 2024
Employer contribution per active participant$835
Median for plans this size$2,416
2024$835 per active participant
2023$784 per active participant
2022$743 per active participant

Tab Products Co., LLC'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
TRI-AD ACTUARIES, INC · Contract administrator · Recordkeeping$13,277

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC
2023TRI-AD ACTUARIES, INC

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

Administrative cost history3
2024$13,277 · 0.08%
2023$13,016 · 0.09%
2022$14,328 · 0.10%
Similar plansWholesale Trade · Wisconsin
Dean Distributing, Inc. WI$18.2M · 0.27%
Alpha Source Holdco, LLC WI$18.0M · 0.45%
A.A. Anderson & Co., Inc. WI$17.2M · 0.44%
Nueske Meat Products, Inc. WI$17.0M · 0.43%
Icp Inc. WI$16.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522390162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.