Plan Ledger DOL Form 5500 · updated monthly

Windy Hill Foliage, Inc.401(k)

WINDY HILL FOLIAGE, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN · MARSHFIELD, WI · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Windy Hill Foliage, Inc. reported $1,300 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $715 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,829th of 1,936), and 2,104th of 2,677 in transportation & warehousing. In 2022, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,024,149
Participants with balances74
Active participants79
Employer contributions$56,504
Employee contributions$180,738
Employer contribution per active participant$715
Average account balance$27,353
Benefits paid to participants$171,557
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,300
Total administrative$1,300
The Windy Hill Foliage, Inc. 401(k) match · 2022
Employer contribution per active participant$715
Median for plans this size$1,114

Windy Hill Foliage, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,300 · 0.07%
Similar plansTransportation & Warehousing · Wisconsin
Student Transit, Inc. WI$2.6M · 1.31%
Bcp Transportation, Inc. WI$2.1M · 0.78%
Double J Transport, LLC WI$2.0M · 1.14%
Black Wolf Group, Inc. WI$1.6M · 0.91%
Soldier Trucking LLC WI$540K · 4.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591729678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.