Retirement plan

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Name: NORTHEAST WISCONSIN PRINTING CO. - NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN (2025) Form 5500
Creator: NORTHEAST WISCONSIN PRINTING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN, NORTHEAST WISCONSIN PRINTING CO.

NORTHEAST WISCONSIN PRINTING CO.EIN 39-1716869Plan #001PY 2025

1718 E. WISCONSIN AVENUE - APPLETON, WI 54911920-735-6777

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+17.8% from 2024

Total participants

-2.7% from 2024

Average account balance

$185,619

+21.0% from 2024

Annual return

15.03%

+2.91 pp from 2024

Benchmarks

See 3,692 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,692 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$186K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$244K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2667

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$96K

$3429 / participant

Other / not subdivided$96K100.0%

% of EOY assets

1.437%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,619

$94,031+97.4%

$115,768+60.3%

$82,448+125.1%

Participation rate

100.0%

70.4%+29.6pp

74.4%+25.6pp

68.1%+31.9pp

Annual return

15.03%

20.61%-5.6pp

100.46%-85.4pp

41.64%-26.6pp

Employer contribution / active EE

$2,143

$2,323-7.8%

$2,940-27.1%

$2,551-16.0%

Participant deferral / active EE

$6,575

$3,972+65.5%

$4,917+33.7%

$4,139+58.8%

Admin fee / account holder

$2,667

$10,249-74.0%

$12,439-78.6%

$7,234-63.1%

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion