Plan Ledger DOL Form 5500 · updated monthly

Wg&R Furniture Co., Inc.401(k)

WG&R EMPLOYEES' SAVINGS AND RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Wg&R Furniture Co., Inc. reported $80,170 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $908 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (982nd of 1,936), and the 1,743rd of 5,215 in retail trade. In 2024, employees put in $4.01 for every $1.00 the employer contributed; active participation has shrunk from 263 to 236 since 2022.

Plan summary
Net assets, end of year$16,712,647
Participants with balances312
Active participants236
Employer contributions$214,203
Employee contributions$859,983
Employer contribution per active participant$908
Average account balance$53,566
Benefits paid to participants$1,511,338
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 312 accts · $214K emplr
2023$15.3M · 320 accts · $221K emplr
2022$12.6M · 335 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,873
Investment management$72,297
Total administrative$80,170
The Wg&R Furniture Co., Inc. 401(k) match · 2024
Employer contribution per active participant$908
Median for plans this size$2,416
2024$908 per active participant
2023$904 per active participant
2022$878 per active participant

Wg&R Furniture Co., Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$80,170

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$80,170 · 0.50%
2023$68,567 · 0.49%
2022$73,896 · 0.51%
Same employer
Similar plansRetail Trade · Wisconsin
Griffin Ford, Inc. WI$18.0M · 0.39%
Kocourek Chevrolet, Inc. WI$17.4M · 0.50%
Fox Brothers Piggly Wiggly WI$17.0M · 0.02%
Stein Garden Centers, Inc. WI$16.8M · 0.55%
Grand Appliance Co., Inc. WI$16.6M · 0.65%
Morton Drug Company WI$16.2M · 0.46%
T.A. Solberg Co., Inc. WI$14.8M · 0.54%
Schierl Inc. WI$14.8M · 0.96%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390751860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.