Plan Ledger DOL Form 5500 · updated monthly

Williamson Street Grocery Co-Op401(k)

WILLY STREET 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Williamson Street Grocery Co-Op reported $54,694 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,156 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 fell from 0.72% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,359th of 1,936), and 2,875th of 5,215 in retail trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 207 to 252 since 2022.

Plan summary
Net assets, end of year$8,812,394
Participants with balances327
Active participants252
Employer contributions$291,200
Employee contributions$502,779
Employer contribution per active participant$1,156
Average account balance$26,949
Benefits paid to participants$363,317
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 327 accts · $291K emplr
2023$7.4M · 338 accts · $244K emplr
2022$6.1M · 283 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,387
Investment management$18,307
Total administrative$54,694
The Williamson Street Grocery Co-Op 401(k) match · 2024
Employer contribution per active participant$1,156
Median for plans this size$1,313
2024$1,156 per active participant
2023$1,013 per active participant
2022$1,047 per active participant

Williamson Street Grocery Co-Op'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 · 20243
LPL FINANCIAL · Investment advisory (plan)$16,755
EMPOWER ADVISORY GROUP, LLC · Investment management$1,552

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$54,694 · 0.67%
2023$48,387 · 0.72%
2022$47,900 · 0.72%
Similar plansRetail Trade · Wisconsin
Bodies by Brenengen WI$9.1M · 0.53%
O&H Danish Bakery Inc WI$9.1M · 0.49%
Brickner Motors, Inc. WI$8.7M · 0.32%
Service Motor Company WI$8.3M · 0.34%
Don Miller Inc. WI$8.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391191600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.