Plan Ledger DOL Form 5500 · updated monthly

Volm Companies, Incorporated401(k)

VOLM COMPANIES 401K PLAN · ANTIGO, WI · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Volm Companies, Incorporated reported $146,365 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,079 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 3 years on file its reported administrative ratio has held roughly steady near 0.309%. 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 413th-largest of 1,936 plans among Wisconsin employers on file, and the 808th of 4,246 in wholesale trade. In 2024, employees put in $1.45 for every $1.00 the employer contributed; active participation has grown from 428 to 536 since 2022.

Plan summary
Net assets, end of year$50,993,818
Participants with balances655
Active participants536
Employer contributions$1,650,282
Employee contributions$2,393,738
Employer contribution per active participant$3,079
Average account balance$77,853
Benefits paid to participants$3,499,579
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$51.0M · 655 accts · $1.7M emplr
2023$43.6M · 660 accts · $1.6M emplr
2022$35.8M · 580 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,790
Investment management$62,575
Total administrative$146,365
The Volm Companies, Incorporated 401(k) match · 2024
Employer contribution per active participant$3,079
Median for plans this size$2,416
2024$3,079 per active participant
2023$3,193 per active participant
2022$3,301 per active participant

Volm Companies, Incorporated's 2024 employer contribution ran above the $2,416 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 · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$83,790
HECK CAPITAL ADVISORS · Investment management$62,575
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp
CHARLES SCHWAB & CO · Investment managementindirect 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$146,365 · 0.31%
2023$126,871 · 0.32%
2022$124,641 · 0.31%
Same employer
Similar plansWholesale Trade · Wisconsin
Guhring, Inc. WI$56.9M · 0.14%
Weyco Group, Inc. WI$55.0M · 0.23%
Hy Cite Enterprises, LLC WI$53.8M · 0.08%
Amsoil, Inc. WI$52.8M · 0.19%
L & S Electric, Inc WI$50.5M · 0.27%
The Boelter Companies, Inc. WI$50.4M · 0.25%
E. O. Johnson Company, Inc. WI$48.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390872639 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.