Plan Ledger DOL Form 5500 · updated monthly

Tw Vending Inc.401(k)

TW VENDING, INC. 401(K) PROFIT SHARING PLAN AND TRUST · RIVER FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Tw Vending Inc. reported $24,795 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,111 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 0.01% to 0.40%. 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 (1,487th of 1,936), and 3,281st of 5,215 in retail trade. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 229 to 324 since 2022.

Plan summary
Net assets, end of year$6,850,986
Participants with balances140
Active participants324
Employer contributions$360,074
Employee contributions$692,333
Employer contribution per active participant$1,111
Average account balance$48,936
Benefits paid to participants$804,478
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON LANGER & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 140 accts · $360K emplr
2023$5.6M · 148 accts · $304K emplr
2022$4.6M · 148 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,053
Investment management$16,742
Total administrative$24,795
The Tw Vending Inc. 401(k) match · 2024
Employer contribution per active participant$1,111
Median for plans this size$1,313
2024$1,111 per active participant
2023$953 per active participant
2022$1,262 per active participant

Tw Vending 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 · 20243
LPL FINANCIAL · Investment advisory (plan)$16,234
ASCENSUS LLC · Loan processing · Securities brokerage$5,903
UNITED OF OMAHA · Loan processing$2,150

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

Administrative cost history3
2024$24,795 · 0.40%
2023$2,150 · 0.04%
2022$375 · 0.01%
Same employer
Similar plansRetail Trade · Wisconsin
Sendiks Fine Foods, Inc. WI$7.2M · 0.62%
J.W. Jung Seed Company WI$6.9M · 0.52%
Johnson Motor Sales, Inc. WI$6.7M · 0.56%
Uptown Motors, Inc. WI$6.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411889152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.