Plan Ledger DOL Form 5500 · updated monthly

American Orthodontics Corporation401(k)

AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN · SHEBOYGAN, WI · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

American Orthodontics Corporation reported $132,265 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $3,860 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 3 years on file its reported administrative ratio fell from 0.19% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 266th-largest of 1,936 plans among Wisconsin employers on file, and the 2,151st of 13,661 in manufacturing. In 2025, employees put in $1.34 for every $1.00 the employer contributed; active participation has shrunk from 783 to 698 since 2022.

Plan summary
Net assets, end of year$84,903,304
Participants with balances827
Active participants698
Employer contributions$2,694,061
Employee contributions$3,623,457
Employer contribution per active participant$3,860
Average account balance$102,664
Benefits paid to participants$13,155,197
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$84.9M · 827 accts · $2.7M emplr
2024$80.4M · 50 accts · $2.6M emplr
2023$73.2M · 961 accts · $2.5M emplr
2022$62.1M · 939 accts · $2.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$77,335
Audit (IQPA)$19,930
Total administrative$132,265
The American Orthodontics Corporation 401(k) match · 2025
Employer contribution per active participant$3,860
Median for plans this size$4,093
2025$3,860 per active participant
2024$3,813 per active participant
2023$3,389 per active participant
2022$2,901 per active participant

American Orthodontics Corporation's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
T ROWE PRICE RPS INC · Recordkeeping · Trustee$77,335
GLOBAL RETIREMENT PARTNERS, LLC · Consulting$35,000
CLIFTONLARSONALLEN LLP · Accounting / audit$19,930

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

Recordkeeper by year3
2025T. Rowe Price
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history4
2025$132,265 · 0.16%
2024$152,318 · 0.20%
2023$148,866 · 0.22%
2022$129,749 · 0.19%
Same employer
Similar plansManufacturing · Wisconsin
Clack Corporation WI$85.3M · 0.16%
Curt G. Joa, Inc. WI$83.3M · 0.13%
Syntegon US Holding Inc WI$81.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391093323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.