Plan Ledger DOL Form 5500 · updated monthly

Alwin Manufacturing Co., Inc.401(k)

ALWIN MANUFACTURING 401(K) PROFIT SHARING PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Alwin Manufacturing Co., Inc. reported $55,457 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,504 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 0.47% to 0.61%. 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 (1,291st of 1,936), and 8,943rd of 13,661 in manufacturing. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 215 to 283 since 2022.

Plan summary
Net assets, end of year$9,686,344
Participants with balances271
Active participants283
Employer contributions$425,734
Employee contributions$748,507
Employer contribution per active participant$1,504
Average account balance$35,743
Benefits paid to participants$1,240,632
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 271 accts · $426K emplr
2023$8.4M · 271 accts · $327K emplr
2022$7.1M · 243 accts · $310K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,435
Investment management$32,569
Trustee / custodial$17,453
Total administrative$55,457
The Alwin Manufacturing Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,504
Median for plans this size$1,313
2024$1,504 per active participant
2023$1,344 per active participant
2022$1,442 per active participant

Alwin Manufacturing Co., Inc.'s 2024 employer contribution ran above the $1,313 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$22,888
NICOLET NATIONAL BANK · Investment advisory (participants) · Investment advisory (plan)$32,569

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$55,457 · 0.61%
2023$43,118 · 0.56%
2022$38,334 · 0.47%
Same employer
Similar plansManufacturing · Wisconsin
New Berlin Plastics, Inc. WI$9.8M · 0.55%
Wisconsin Plastics, Inc WI$9.8M · 0.47%
Rf Technologies, Inc. WI$9.7M · 0.41%
Romo, Inc. WI$9.6M · 0.35%
Viskoteepak WI$9.6M · 0.39%
Metallics, Inc. WI$9.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390126980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.