Plan Ledger DOL Form 5500 · updated monthly

Wheaton Dumont Co Op Elevator401(k)

WHEATON DUMONT CO OP ELEVATOR 401(K) PLAN · WHEATON, MN · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

Wheaton Dumont Co Op Elevator reported $39,426 in plan administrative expenses for 2025: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,850 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 fell from 0.55% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Minnesota (979th of 1,918), and the 2,111th of 4,246 in wholesale trade. In 2025, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,552,792
Participants with balances103
Active participants108
Employer contributions$415,821
Employee contributions$565,098
Employer contribution per active participant$3,850
Average account balance$170,415
Benefits paid to participants$818,930
Plan auditUnmodified (clean) audit opinion
AuditorCARLSON SV, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$17.6M · 103 accts · $416K emplr
2024$15.3M · 110 accts · $376K emplr
2023$13.3M · 112 accts · $380K emplr
2022$11.8M · 120 accts · $371K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$39,426
Total administrative$39,426
The Wheaton Dumont Co Op Elevator 401(k) match · 2025
Employer contribution per active participant$3,850
Median for plans this size$2,666
2025$3,850 per active participant
2024$3,727 per active participant
2023$3,223 per active participant
2022$3,499 per active participant

Wheaton Dumont Co Op Elevator's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
STANDCORP FINANCIAL GROUP · Accounting / audit$37,407

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

Administrative cost history4
2025$39,426 · 0.24%
2024$42,112 · 0.29%
2023$17,863 · 0.14%
2022$70,529 · 0.55%
Similar plansWholesale Trade · Minnesota
Tastefully Simple, Inc. MN$17.1M · 0.02%
Apothecary Products, LLC. MN$17.0M · 0.41%
Bix Produce Co. MN$17.0M · 0.30%
Rihm Motor Company MN$16.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410248030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.