Plan Ledger DOL Form 5500 · updated monthly

Water Street Brewery, Inc.401(k)

WATER STREET BREWERY, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.75%

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

Water Street Brewery, Inc. reported $9,010 in plan administrative expenses for 2022: 0.75% of average plan assets, above the peer median. Employer contributions averaged $377 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,890th of 1,936), and 13,230th of 13,661 in manufacturing. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,108,559
Participants with balances22
Active participants130
Employer contributions$48,952
Employee contributions$89,521
Employer contribution per active participant$377
Average account balance$50,389
Benefits paid to participants$574
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
Administrative expenses, itemized · 2022
Investment management$8,960
Total administrative$9,010
The Water Street Brewery, Inc. 401(k) match · 2022
Employer contribution per active participant$377
Median for plans this size$1,114

Water Street Brewery, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,010 · 0.75%
Similar plansManufacturing · Wisconsin
Tribe 9 Foods WI$1.6M · 0.52%
Ctps LLC WI$1.1M · 0.86%
Quality Packaging, Inc. WI$947K · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391588334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.