Plan Ledger DOL Form 5500 · updated monthly

Valley Packaging Industries, Inc.401(k)

VALLEY PACKAGING INDUSTRIES, INC. 401(K) PLAN · APPLETON, WI · plan year 2022

Reported admin expense ratio · 2022
1.12%

Valley Packaging Industries, Inc. reported $15,862 in plan administrative expenses for 2022: 1.12% of average plan assets, higher than ~90% of peers. 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 health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,873rd of 1,936), and 10,604th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,329,050
Participants with balances86
Active participants388
Employer contributions—
Employee contributions$208,014
Employer contribution per active participant—
Average account balance$15,454
Benefits paid to participants$126,962
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$15,152
Total administrative$15,862
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 history1
2022$15,862 · 1.12%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Bethel Home, Inc. WI$1.5M · 1.12%
Community Advocates, Inc. WI$1.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390921632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.