Plan Ledger DOL Form 5500 · updated monthly

Timber Creek Resource, LLC401(k)

TIMBER CREEK RESOURCE, LLC 401(K) SAVINGS PLAN · BROOKFIELD, WI · plan year 2022

Reported admin expense ratio · 2022
0.57%

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

Timber Creek Resource, LLC reported $39,839 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. Employer contributions averaged $447 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,511th of 1,936), and 3,422nd of 4,246 in wholesale trade. In 2022, employees put in $5.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,486,969
Participants with balances400
Active participants339
Employer contributions$151,429
Employee contributions$785,492
Employer contribution per active participant$447
Average account balance$16,217
Benefits paid to participants$1,234,816
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$6.5M · 400 accts · $151K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,108
Investment management$11,731
Total administrative$39,839
The Timber Creek Resource, LLC 401(k) match · 2022
Employer contribution per active participant$447
Median for plans this size$1,114

Timber Creek Resource, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$39,839 · 0.57%
Same employer
Similar plansWholesale Trade · Wisconsin
Eutectic Corporation WI$7.9M · 0.67%
Speedy Metals, LLC WI$6.6M · 0.88%
V. Marchese, Inc. WI$4.5M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341992434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.