Plan Ledger DOL Form 5500 · updated monthly

Winona Foods Inc.401(k)

WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Winona Foods Inc. reported $54,403 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,676 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 0.45% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,046th of 1,936), and 2,363rd of 4,246 in wholesale trade. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has shrunk from 389 to 293 since 2022.

Plan summary
Net assets, end of year$14,999,580
Participants with balances353
Active participants293
Employer contributions$783,944
Employee contributions$1,150,178
Employer contribution per active participant$2,676
Average account balance$42,492
Benefits paid to participants$1,013,102
Plan auditUnmodified (clean) audit opinion
AuditorWIPPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 353 accts · $784K emplr
2023$12.1M · 396 accts · $805K emplr
2022$9.4M · 378 accts · $664K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,403
Total administrative$54,403
The Winona Foods Inc. 401(k) match · 2024
Employer contribution per active participant$2,676
Median for plans this size$2,416
2024$2,676 per active participant
2023$2,341 per active participant
2022$1,707 per active participant

Winona Foods Inc.'s 2024 employer contribution ran above the $2,416 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$8,943
NICOLET NATIONAL BANK · Accounting / audit · Consulting$45,460

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$54,403 · 0.40%
2023$48,298 · 0.45%
2022$43,171 · 0.45%
Same employer
Similar plansWholesale Trade · Wisconsin
Alsum Farms & Produce, Inc. WI$15.6M · 0.42%
Rocket Industrial, Inc. WI$15.4M · 0.41%
Halron Lubricants Inc. WI$15.3M · 0.33%
Marsh Electronics, Inc. WI$15.1M · 0.41%
Bills Distributing, LTD. WI$14.9M · 0.29%
Badger Corrugating Company WI$14.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391835095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.