Plan Ledger DOL Form 5500 · updated monthly

V&S Midwest Carriers, Corp401(k)

MIDWEST CARRIERS 401K PLAN & TRUST · KAUKAUNA, WI · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

V&S Midwest Carriers, Corp reported $60,976 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $754 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 0.73% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,286th of 1,936), and the 1,173rd of 2,677 in transportation & warehousing. In 2024, employees put in $6.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,808,212
Participants with balances208
Active participants170
Employer contributions$128,235
Employee contributions$781,833
Employer contribution per active participant$754
Average account balance$47,155
Benefits paid to participants$900,817
Plan auditUnmodified (clean) audit opinion
AuditorKERBER ROSE
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 208 accts · $128K emplr
2023$8.7M · 207 accts · $112K emplr
2022$6.6M · 193 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,457
Investment management$55,519
Total administrative$60,976
The V&S Midwest Carriers, Corp 401(k) match · 2024
Employer contribution per active participant$754
Median for plans this size$1,313
2024$754 per active participant
2023$648 per active participant
2022$642 per active participant

V&S Midwest Carriers, Corp'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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$60,976

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$60,976 · 0.66%
2023$46,531 · 0.61%
2022$50,734 · 0.73%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Valley Express LLC WI$11.4M · 0.45%
B & K Transportation, Inc. WI$11.0M · 0.53%
Rgl Holdings, Inc. WI$10.2M · 0.34%
Airoldi Brothers, Inc. WI$9.9M · 0.72%
Leman U.S.A. Inc. WI$9.4M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 010552460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.