Plan Ledger DOL Form 5500 · updated monthly

A&E Incorporated401(k)

A&E INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST · RACINE, WI · plan year 2025

Reported admin expense ratio · 2025
0.43%

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

A&E Incorporated reported $45,923 in plan administrative expenses for 2025: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,208 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 3 years on file its reported administrative ratio fell from 0.60% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,239th of 1,936), and 8,434th of 13,661 in manufacturing. In 2025, employees put in $4.03 for every $1.00 the employer contributed; active participation has shrunk from 161 to 126 since 2022.

Plan summary
Net assets, end of year$10,824,166
Participants with balances145
Active participants126
Employer contributions$152,221
Employee contributions$613,577
Employer contribution per active participant$1,208
Average account balance$74,649
Benefits paid to participants$2,005,731
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.8M · 145 accts · $152K emplr
2024$10.4M · 155 accts · $159K emplr
2023$10.6M · 178 accts · $186K emplr
2022$9.2M · 175 accts · $191K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,424
Audit (IQPA)$11,499
Total administrative$45,923
The A&E Incorporated 401(k) match · 2025
Employer contribution per active participant$1,208
Median for plans this size$2,666
2025$1,208 per active participant
2024$1,143 per active participant
2023$1,338 per active participant
2022$1,189 per active participant

A&E Incorporated's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$34,424
VRAKAS · Accounting / audit$11,500
BAIRD INSURANCE SERVICES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · 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 history4
2025$45,923 · 0.43%
2024$47,055 · 0.45%
2023$53,400 · 0.54%
2022$57,786 · 0.60%
Same employer
Similar plansManufacturing · Wisconsin
Escargot Holdings, LLC WI$10.9M · 0.02%
Watertronics, LLC WI$10.9M · 0.29%
Midland Plastics, Inc. WI$10.9M · 0.37%
Asenzya, Inc. WI$10.9M · 0.21%
Olympus Group, Inc. WI$10.8M · 0.25%
Centrifuge-Systems, LLC WI$10.8M · 0.42%
Drylock Technologies, LTD WI$10.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390778827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.