Plan Ledger DOL Form 5500 · updated monthly

Valley Cabinet, Inc.401(k)

VALLEY CABINET, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT SAVINGS PLAN · DE PERE, WI · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Valley Cabinet, Inc. reported $111,773 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,600 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 4 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 470th-largest of 1,936 plans among Wisconsin employers on file, and the 3,539th of 13,661 in manufacturing. In 2025, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,353,955
Participants with balances249
Active participants203
Employer contributions$527,799
Employee contributions$853,580
Employer contribution per active participant$2,600
Average account balance$170,096
Benefits paid to participants$6,280,510
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$42.4M · 249 accts · $528K emplr
2024$40.8M · 215 accts · $499K emplr
2023$37.8M · 212 accts · $481K emplr
2022$32.1M · 241 accts · $512K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$38,046
Investment management$63,227
Audit (IQPA)$10,500
Total administrative$111,773
The Valley Cabinet, Inc. 401(k) match · 2025
Employer contribution per active participant$2,600
Median for plans this size$2,666
2025$2,600 per active participant
2024$2,804 per active participant
2023$2,645 per active participant
2022$2,740 per active participant

Valley Cabinet, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
WIPFLI LLP · Recordkeeping · Loan processing$29,183
WIPFLI ADVISORY LLC · Recordkeeping · Loan processing$8,863
CREATIVE PLANNING, LLC · Investment advisory (participants) · Investment advisory (plan)$63,227
HAWKINS ASH CPAS · Accounting / audit$10,500

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

Recordkeeper by year3
2025WIPFLI ADVISORY LLC, WIPFLI LLP
2024WIPFLI LLP
2023WIPFLI LLP

This plan has changed recordkeepers within these filings. If you left Valley Cabinet, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$111,773 · 0.27%
2024$108,704 · 0.28%
2023$86,177 · 0.25%
2022$96,711 · 0.28%
Same employer
Similar plansManufacturing · Wisconsin
Avidity Science LLC WI$43.4M · 0.04%
Seats Incorporated WI$43.3M · 0.40%
Ssi Technologies, LLC WI$42.2M · 0.03%
Nord Gear Corporation WI$42.2M · 0.35%
Sti Holdings, Inc. WI$41.8M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391028968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.