Plan Ledger DOL Form 5500 · updated monthly

Amtraco American Trading Companies LLC401(k)

AMTRACO 401(K) PLAN · FRANKSVILLE, WI · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Amtraco American Trading Companies LLC reported $35,973 in plan administrative expenses for 2023: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,853 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 0.44% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,513th of 1,936), and 10,449th of 13,661 in manufacturing. In 2023, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 87 to 140 since 2021.

Plan summary
Net assets, end of year$6,450,027
Participants with balances183
Active participants140
Employer contributions$259,477
Employee contributions$461,671
Employer contribution per active participant$1,853
Average account balance$35,246
Benefits paid to participants$655,773
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2023$6.5M · 183 accts · $259K emplr
2022$5.3M · 172 accts · $221K emplr
2021$5.0M · 119 accts · $164K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,690
Investment management$21,283
Total administrative$35,973
The Amtraco American Trading Companies LLC 401(k) match · 2023
Employer contribution per active participant$1,853
Median for plans this size$1,308
2023$1,853 per active participant
2022$1,516 per active participant
2021$1,888 per active participant

Amtraco American Trading Companies LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NEWPORT GROUP INC. · Claims processing · Recordkeeping$14,689
WEALTH ENHANCEMENT GROUP · Investment advisory (participants) · Investment advisory (plan)$21,283

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

Administrative cost history3
2023$35,973 · 0.61%
2022$21,264 · 0.41%
2021$19,944 · 0.44%
Same employer
Similar plansManufacturing · Wisconsin
Wendricks Truss, Inc. WI$6.8M · 0.26%
Exodus Global, LLC WI$6.8M · 0.06%
K.G. Stevens, Inc. WI$6.7M · 0.16%
Seda North America Inc. WI$6.4M · 0.34%
Motis Brands, Inc. WI$6.4M · 0.79%
Ksp Group, Inc. WI$6.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300632722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.