Plan Ledger DOL Form 5500 · updated monthly

Ad-Tech Medical Instrument Corporation401(k)

AD-TECH MEDICAL INSTRUMENT CORPORATION PROFIT SHARING PLAN · OAK CREEK, WI · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Ad-Tech Medical Instrument Corporation reported $15,961 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $344 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 0.02% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,673rd of 1,936), and 11,578th of 13,661 in manufacturing. In 2024, employees put in $9.86 for every $1.00 the employer contributed; active participation has grown from 131 to 146 since 2022.

Plan summary
Net assets, end of year$4,309,325
Participants with balances115
Active participants146
Employer contributions$50,255
Employee contributions$495,685
Employer contribution per active participant$344
Average account balance$37,472
Benefits paid to participants$580,163
Plan auditUnmodified (clean) audit opinion
AuditorBARTON, WALTER & KRIER, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 115 accts · $50K emplr
2023$3.9M · 114 accts · $43K emplr
2022$3.1M · 112 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,037
Investment management$11,924
Total administrative$15,961
The Ad-Tech Medical Instrument Corporation 401(k) match · 2024
Employer contribution per active participant$344
Median for plans this size$1,313
2024$344 per active participant
2023$306 per active participant
2022$731 per active participant

Ad-Tech Medical Instrument Corporation's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE HAYS FINANCIAL GROUP LLC · Investment advisory (plan)$11,924
JPMORGAN INVEST HOLDINGS LLC$4,037

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$15,961 · 0.39%
2023$6,805 · 0.19%
2022$875 · 0.02%
Same employer
Similar plansManufacturing · Wisconsin
Skana Aluminum Company WI$4.5M · 1.21%
Lynn Dairy Inc. WI$4.5M · 0.25%
E97, Inc. dba ELEVATE97 WI$4.4M · 0.62%
Red Line Plastics, LLC WI$4.3M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391444595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.