Plan Ledger DOL Form 5500 · updated monthly

Weyauwega Cheese, LLC401(k)

WEYAUWEGA CHEESE, LLC 401(K) PLAN · SUN PRAIRIE, WI · plan year 2023

Reported admin expense ratio · 2023
0.60%

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

Weyauwega Cheese, LLC reported $10,606 in plan administrative expenses for 2023: 0.60% of average plan assets, above the peer median. Employer contributions averaged $605 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 1 year on file its reported administrative ratio rose from 0.50% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,834th of 1,936), and 12,827th of 13,661 in manufacturing. In 2023, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,991,646
Participants with balances189
Active participants100
Employer contributions$60,452
Employee contributions$105,910
Employer contribution per active participant$605
Average account balance$10,538
Benefits paid to participants$5,003
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.0M · 189 accts · $60K emplr
2022$1.6M · 156 accts · $51K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,606
Total administrative$10,606
The Weyauwega Cheese, LLC 401(k) match · 2023
Employer contribution per active participant$605
Median for plans this size$1,308
2023$605 per active participant
2022$585 per active participant

Weyauwega Cheese, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VOYA RETIREMENT INS. AND ANNUITY · Investment advisory (participants)$252
ANNEX WEALTH MANAGEMENT LLCindirect comp

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

Administrative cost history2
2023$10,606 · 0.60%
2022$8,191 · 0.50%
Same employer
Similar plansManufacturing · Wisconsin
Acme Galvanizing,Inc. WI$2.3M · 0.47%
Amerequip Corporation WI$2.0M · 0.87%
Legacy Flexo Corp. WI$2.0M · 0.03%
General Plastics, Inc. WI$1.9M · 0.64%
Automated Products, Inc. WI$1.9M · 1.04%
Wisconic Inc. WI$1.9M · 0.37%
Lakefront Brewery, Inc. WI$1.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461478054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.