Plan Ledger DOL Form 5500 · updated monthly

Ace Precision Machining, LLC401(k)

ACE PRECISION MACHINING, LLC 401(K) PROFIT SHARING PLAN · OCONOMOWOC, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ace Precision Machining, LLC reported $62,080 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $4,427 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 0.20% to 0.19%. 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 560th-largest of 1,936 plans among Wisconsin employers on file, and the 4,090th of 13,661 in manufacturing. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has grown from 158 to 184 since 2022.

Plan summary
Net assets, end of year$34,207,960
Participants with balances256
Active participants184
Employer contributions$814,588
Employee contributions$1,075,900
Employer contribution per active participant$4,427
Average account balance$133,625
Benefits paid to participants$4,803,955
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 256 accts · $815K emplr
2023$32.8M · 238 accts · $719K emplr
2022$28.2M · 230 accts · $691K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,080
Total administrative$62,080
The Ace Precision Machining, LLC 401(k) match · 2024
Employer contribution per active participant$4,427
Median for plans this size$2,416
2024$4,427 per active participant
2023$4,206 per active participant
2022$4,373 per active participant

Ace Precision Machining, LLC'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 · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$62,080
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,080 · 0.19%
2023$57,017 · 0.19%
2022$64,468 · 0.20%
Same employer
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Livewire Ev, LLC WI$35.9M · 0.08%
Luvata Appleton, LLC WI$35.5M · 0.14%
Klondike Cheese Co. WI$35.4M · 0.37%
Perlick Corporation WI$34.2M · 0.15%
Dixon Ticonderoga Company WI$33.7M · 0.34%
Trace-A-Matic Corporation WI$33.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391419445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.