Plan Ledger DOL Form 5500 · updated monthly

Zuern Building Products, Inc401(k)

ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN · SLINGER, WI · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Zuern Building Products, Inc reported $102,280 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,847 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 0.44% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 792nd-largest of 1,936 plans among Wisconsin employers on file, and the 1,328th of 5,215 in retail trade. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 174 to 200 since 2022.

Plan summary
Net assets, end of year$22,566,741
Participants with balances232
Active participants200
Employer contributions$1,169,362
Employee contributions$1,336,199
Employer contribution per active participant$5,847
Average account balance$97,270
Benefits paid to participants$2,129,067
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 232 accts · $1.2M emplr
2023$19.9M · 216 accts · $1.0M emplr
2022$17.0M · 206 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,280
Total administrative$102,280
The Zuern Building Products, Inc 401(k) match · 2024
Employer contribution per active participant$5,847
Median for plans this size$2,416
2024$5,847 per active participant
2023$5,516 per active participant
2022$6,030 per active participant

Zuern Building Products, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$99,655
MERIT FINANCIAL ADVISORS · Investment advisory (plan)indirect comp
PENSION CONSULTANTS, INC · Other servicesindirect comp
WILSHIRE ADVISORS · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$102,280 · 0.48%
2023$93,119 · 0.51%
2022$78,289 · 0.44%
Same employer
Similar plansRetail Trade · Wisconsin
Rottinghaus Company, Inc. WI$23.7M · 0.23%
The MD Group LLC WI$22.8M · 0.47%
River Country Co-Op WI$22.7M · 0.54%
Ivan Gandrud Chevrolet, Inc WI$21.0M · 0.14%
Nasco Education LLC WI$20.8M · 0.32%
T.R. Nelson, Inc. WI$20.7M · 0.67%
Gross Motors, Inc. WI$20.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391140928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.