Plan Ledger DOL Form 5500 · updated monthly

W. Z. Wisco, Inc.401(k)

W. Z. WISCO, INC. 401(K) PROFIT SHARING PLAN · FOND DU LAC, WI · plan year 2023

Reported admin expense ratio · 2023
1.46%

W. Z. Wisco, Inc. reported $47,826 in plan administrative expenses for 2023: 1.46% 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.

Across the 2 years on file its reported administrative ratio rose from 1.20% to 3.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,741st of 1,936), and the 1,116th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$3,471,313
Participants with balances114
Active participants240
Employer contributions—
Employee contributions$141,962
Employer contribution per active participant—
Average account balance$30,450
Benefits paid to participants$217,063
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2K
2023$3.5M · 114 accts
2022$3.1M · 117 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,826
Total administrative$47,826
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
AMERICAN TRUST COMPANY · Recordkeeping$12,362
CLIFTONLARSONALLEN LLP · Investment advisory (plan)$12,260
BOYUM BARENSCHEER · Accounting / audit$12,005
MAP RETIREMENT USA LLC · Contract administrator$7,760

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$54,370 · 3.13%
2023$47,826 · 1.46%
2022$40,351 · 1.20%
Similar plansAccommodation & Food Services · Wisconsin
Toppers Pizza, LLC WI$4.1M · 0.66%
Afsco, Inc. WI$3.9M · 0.45%
Weber Holdings, LLC WI$3.6M · 0.63%
Eatstreet, Inc. WI$3.5M · 1.02%
Milazzo Enterprises, LLC WI$2.9M · 0.66%
Food Fight, Inc. WI$2.3M · 1.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391606374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.