Plan Ledger DOL Form 5500 · updated monthly

A to Z Machine Co., Inc.401(k)

A TO Z MACHINE CO., INC 401(K) SALARY REDUCTION PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

A to Z Machine Co., Inc. reported $56,412 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,289 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 fell from 0.35% to 0.30%. 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 871st-largest of 1,936 plans among Wisconsin employers on file, and the 6,031st of 13,661 in manufacturing. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,488,081
Participants with balances162
Active participants110
Employer contributions$361,832
Employee contributions$664,656
Employer contribution per active participant$3,289
Average account balance$120,297
Benefits paid to participants$2,284,402
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 162 accts · $362K emplr
2023$18.4M · 167 accts · $425K emplr
2022$15.6M · 177 accts · $439K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,719
Investment management$32,693
Total administrative$56,412
The A to Z Machine Co., Inc. 401(k) match · 2024
Employer contribution per active participant$3,289
Median for plans this size$2,416
2024$3,289 per active participant
2023$3,601 per active participant
2022$3,691 per active participant

A to Z Machine Co., Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$32,693
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$23,720

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A., Alerus
2023ASSOCIATED TRUST COMPANY, N.A., Alerus

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Administrative cost history3
2024$56,412 · 0.30%
2023$55,427 · 0.33%
2022$50,545 · 0.35%
All plans at this employer2
A TO Z MACHINE CO., INC 401(K) SALARY REDUCTION PLAN401(k)
A TO Z MACHINE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Wisconsin
Systems, LLC WI$20.1M · 0.06%
Marine Travelift, Inc. WI$19.8M · 0.28%
Stecker Machine Co., Inc. WI$19.7M · 0.34%
Winsert LLC WI$19.5M · 0.10%
Stella & Chewys LLC WI$19.4M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391864014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.