Plan Ledger DOL Form 5500 · updated monthly

Amerequip Corporation401(k)

AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN · KIEL, WI · plan year 2024

Reported admin expense ratio · 2024
0.87%

Amerequip Corporation reported $16,232 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. 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 0.77% to 0.87%. 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 (1,828th of 1,936), and 12,809th of 13,661 in manufacturing. active participation has shrunk from 258 to 203 since 2022.

Plan summary
Net assets, end of year$2,026,980
Participants with balances90
Active participants203
Employer contributions—
Employee contributions$190,919
Employer contribution per active participant—
Average account balance$22,522
Benefits paid to participants$98,659
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 90 accts
2023$1.7M · 100 accts
2022$1.3M · 106 accts · $121 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,825
Investment management$14,407
Total administrative$16,232
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 · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$16,232

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$16,232 · 0.87%
2023$11,785 · 0.79%
2022$10,764 · 0.77%
Same employer
Similar plansManufacturing · Wisconsin
Acme Galvanizing,Inc. WI$2.3M · 0.47%
Legacy Flexo Corp. WI$2.0M · 0.03%
Weyauwega Cheese, LLC WI$2.0M · 0.60%
General Plastics, Inc. WI$1.9M · 0.64%
Automated Products, Inc. WI$1.9M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363271934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.