Plan Ledger DOL Form 5500 · updated monthly

Warehouse Specialists, LLC401(k)

VAN HOOF COMPANIES RETIREMENT AND SAVINGS PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Warehouse Specialists, LLC reported $214,451 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,904 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 rose from 0.30% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 327th-largest of 1,936 plans among Wisconsin employers on file, and the 317th of 2,677 in transportation & warehousing. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$66,422,529
Participants with balances1,017
Active participants718
Employer contributions$2,085,347
Employee contributions$3,740,196
Employer contribution per active participant$2,904
Average account balance$65,312
Benefits paid to participants$9,293,547
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.4M · 1,017 accts · $2.1M emplr
2023$63.4M · 986 accts · $2.4M emplr
2022$55.7M · 987 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,581
Investment management$122,870
Total administrative$214,451
The Warehouse Specialists, LLC 401(k) match · 2024
Employer contribution per active participant$2,904
Median for plans this size$3,635
2024$2,904 per active participant
2023$3,121 per active participant
2022$2,525 per active participant

Warehouse Specialists, LLC's 2024 employer contribution ran below the $3,635 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 · 20242
SPECTRUM INVESTMENT ADVISORS INC. · Investment advisory (plan)$122,871
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$91,581

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

Administrative cost history3
2024$214,451 · 0.33%
2023$198,844 · 0.33%
2022$188,595 · 0.30%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Air Wisconsin Airlines LLC WI$117.0M · 0.10%
N & M Transfer Co., Inc. WI$110.9M · 0.08%
Kspg Holding USA, Inc. WI$88.1M · 0.23%
Wb Holdings, Inc. WI$34.7M · 0.11%
Midwest Holding Group, Inc. WI$27.7M · 0.46%
Lamers Bus Lines, Inc. WI$26.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810862766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.