Plan Ledger DOL Form 5500 · updated monthly

Wp Beverages, LLC401(k)

WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST · WINDSOR, WI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Wp Beverages, LLC reported $126,461 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,832 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 0.12% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 297th-largest of 1,936 plans among Wisconsin employers on file, and the 2,359th of 13,661 in manufacturing. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,201,943
Participants with balances900
Active participants695
Employer contributions$1,967,957
Employee contributions$2,802,745
Employer contribution per active participant$2,832
Average account balance$82,447
Benefits paid to participants$3,722,627
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.2M · 900 accts · $2.0M emplr
2023$63.9M · 898 accts · $1.9M emplr
2022$54.7M · 839 accts · $1.6M emplr
The Wp Beverages, LLC 401(k) match · 2024
Employer contribution per active participant$2,832
Median for plans this size$3,635
2024$2,832 per active participant
2023$2,779 per active participant
2022$2,491 per active participant

Wp Beverages, LLC's 2024 employer contribution ran below the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$126,461

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$126,461 · 0.18%
2023$25,852 · 0.04%
2022$73,132 · 0.12%
Same employer
Similar plansManufacturing · Wisconsin
Appvion, LLC WI$76.3M · 0.10%
Little Rapids Corporation WI$76.2M · 0.26%
Link Snacks, Inc. WI$75.4M · 0.34%
Twin Disc, Incorporated WI$74.8M · 0.03%
Tidi Products, LLC WI$73.5M · 0.10%
Placon Corporation WI$71.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200570102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.