Worzalla, Inc.ESOP
WORZALLA, INC. EMPLOYEE STOCK OWNERSHIP PLAN · STEVENS POINT, WI · plan year 2024
Worzalla, Inc. reported $223,845 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.17% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 447th-largest of 1,936 plans among Wisconsin employers on file, and the 3,352nd of 13,661 in manufacturing. active participation has shrunk from 307 to 194 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 390722190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.