Plan Ledger DOL Form 5500 · updated monthly

Winesburg Companies, dba Winesbu401(k)

WINESBURG COMPANIES 401K PLAN · DUNDEE, OH · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Winesburg Companies, dba Winesbu reported $13,605 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,452 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 rose from 0.33% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,698th of 3,295), and 11,760th of 13,661 in manufacturing. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,962,386
Participants with balances126
Active participants203
Employer contributions$294,672
Employee contributions$444,024
Employer contribution per active participant$1,452
Average account balance$31,448
Benefits paid to participants$159,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 126 accts · $295K emplr
2023$3.0M · 119 accts · $278K emplr
2022$2.2M · 109 accts · $265K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,605
Total administrative$13,605
The Winesburg Companies, dba Winesbu 401(k) match · 2024
Employer contribution per active participant$1,452
Median for plans this size$1,313
2024$1,452 per active participant
2023$1,343 per active participant
2022$1,371 per active participant

Winesburg Companies, dba Winesbu's 2024 employer contribution ran above 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 · 20242
EDWARD JONES · Recordkeeping · Other services$12,655
ADP, INC. · Loan processing · Recordkeeping$950

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

Recordkeeper by year2
2024ADP, Edward Jones
2023ADP, Edward Jones

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

Administrative cost history3
2024$13,605 · 0.39%
2023$12,733 · 0.49%
2022$7,034 · 0.33%
Similar plansManufacturing · Ohio
Miba Bearings US LLC OH$4.0M · 0.21%
Tae Brakes, LLC OH$4.0M · 0.21%
Woeber Mustard Company OH$4.0M · 0.36%
Summit Plastic Company OH$4.0M · 0.38%
Jec Investments, Inc. OH$3.9M · 0.73%
Alacriant Inc. OH$3.9M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 341222251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.