Plan Ledger DOL Form 5500 · updated monthly

Ver Halen, Inc.401(k)

VER HALEN, INC. PROFIT SHARING & SALARY SAVINGS PLAN & TRUST · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Ver Halen, Inc. reported $94,411 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $5,839 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 0.48% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 764th-largest of 1,936 plans among Wisconsin employers on file, and the 1,658th of 4,246 in wholesale trade. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,541,094
Participants with balances184
Active participants140
Employer contributions$817,488
Employee contributions$1,434,957
Employer contribution per active participant$5,839
Average account balance$127,941
Benefits paid to participants$1,656,269
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 184 accts · $817K emplr
2023$20.1M · 186 accts · $907K emplr
2022$19.1M · 194 accts · $813K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,685
Investment management$50,726
Total administrative$94,411
The Ver Halen, Inc. 401(k) match · 2024
Employer contribution per active participant$5,839
Median for plans this size$2,416
2024$5,839 per active participant
2023$6,341 per active participant
2022$5,888 per active participant

Ver Halen, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$43,685
NICOLET WEALTH CO · Trustee$50,726
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$94,411 · 0.43%
2023$55,393 · 0.28%
2022$101,518 · 0.48%
Same employer
Similar plansWholesale Trade · Wisconsin
All States AG Parts, LLC WI$25.1M · 0.31%
Nassco, Inc. WI$24.8M · 0.33%
Brooks, Inc. WI$24.7M · 0.12%
The Delong Co Inc WI$23.2M · 0.39%
Premier Cooperative WI$23.1M · 0.38%
Fairchild Equipment, Inc. WI$22.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391373244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.