Plan Ledger DOL Form 5500 · updated monthly

Waunakee Remodeling, Inc.401(k)

WAUNAKEE REMODELING 401(K) PLAN · WAUNAKEE, 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

Waunakee Remodeling, Inc. reported $30,261 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $818 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 0.16% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,422nd of 1,936), and 3,403rd of 5,337 in construction. In 2024, employees put in $6.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,920,807
Participants with balances123
Active participants123
Employer contributions$100,648
Employee contributions$620,178
Employer contribution per active participant$818
Average account balance$64,397
Benefits paid to participants$155,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 123 accts · $101K emplr
2023$6.3M · 123 accts · $94K emplr
2022$4.9M · 153 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,174
Trustee / custodial$29,087
Total administrative$30,261
The Waunakee Remodeling, Inc. 401(k) match · 2024
Employer contribution per active participant$818
Median for plans this size$1,313
2024$818 per active participant
2023$816 per active participant
2022$794 per active participant

Waunakee Remodeling, Inc.'s 2024 employer contribution ran below the $1,313 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
FIRST BUSINESS TRUST & INVESTMENTS · Trustee$30,260

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$30,261 · 0.43%
2023$33,480 · 0.60%
2022$9,416 · 0.16%
Same employer
Similar plansConstruction · Wisconsin
Window Solutions, Inc. WI$9.5M · 1.37%
Doral Corporation WI$7.3M · 0.01%
Adams Electric Inc. WI$6.3M · 1.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391807594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.