Plan Ledger DOL Form 5500 · updated monthly

Wigwam Mills, Inc.401(k)

WIGWAM MILLS RETIREMENT SAVINGS PLAN · SHEBOYGAN, WI · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

Wigwam Mills, Inc. reported $46,079 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $667 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 has held roughly steady near 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,231st of 1,936), and 8,367th of 13,661 in manufacturing. In 2023, employees put in $4.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,988,338
Participants with balances98
Active participants59
Employer contributions$39,362
Employee contributions$180,379
Employer contribution per active participant$667
Average account balance$112,126
Benefits paid to participants$1,531,891
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$11.0M · 98 accts · $39K emplr
2022$11.0M · 103 accts · $20K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,754
Investment management$27,325
Total administrative$46,079
The Wigwam Mills, Inc. 401(k) match · 2023
Employer contribution per active participant$667
Median for plans this size$2,440
2023$667 per active participant
2022$390 per active participant

Wigwam Mills, Inc.'s 2023 employer contribution ran below the $2,440 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 · 20234
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$18,754
SPECTRUM INVESTMENT ADVISORS · Investment advisory (plan)$27,325
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect 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$46,079 · 0.42%
2022$54,666 · 0.43%
Similar plansManufacturing · Wisconsin
Castle-Pierce Corporation WI$11.2M · 0.56%
H.G. Weber & Co., Inc. WI$11.1M · 0.26%
Escargot Holdings, LLC WI$10.9M · 0.02%
Watertronics, LLC WI$10.9M · 0.29%
Midland Plastics, Inc. WI$10.9M · 0.37%
Asenzya, Inc. WI$10.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391703490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.