Plan Ledger DOL Form 5500 · updated monthly

Clarios, LLCProfit-sharing plan

CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN · GLENDALE, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Clarios, LLC reported $678,832 in plan administrative expenses for 2024: 0.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,723 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 fell from 0.24% to 0.22%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 97th-largest of 1,936 plans among Wisconsin employers on file, and the 791st of 13,661 in manufacturing. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$333,610,700
Participants with balances5,174
Active participants5,200
Employer contributions$19,359,315
Employee contributions$24,276,656
Employer contribution per active participant$3,723
Average account balance$64,478
Benefits paid to participants$27,624,495
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$333.6M · 5,174 accts · $19.4M emplr
2023$277.6M · 4,512 accts · $17.6M emplr
2022$230.8M · 4,192 accts · $16.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$361,883
Investment management$207,509
Audit (IQPA)$18,000
Total administrative$678,832
Employer contributions to the Clarios, LLC plan · 2024
Employer contribution per active participant$3,723
Median for plans this size$4,294
2024$3,723 per active participant
2023$3,462 per active participant
2022$3,382 per active participant

Clarios, LLC's 2024 employer contribution ran below the $4,294 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$361,883
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$207,509
AON INVESTMENTS USA INC · Consulting$78,909
WIPFLI LLP · Accounting / audit$18,000
FOLEY & LARDNER LLP · Legal$12,531

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$678,832 · 0.22%
2023$585,605 · 0.23%
2022$593,413 · 0.24%
Same employer
Similar plansManufacturing · Wisconsin
Generac Power Systems, Inc WI$343.6M · 0.14%
Brady Corporation WI$342.4M · 0.07%
Great Northern Corporation WI$340.8M · 0.04%
Johnsonville, LLC WI$339.6M · 0.18%
Green Bay Packaging, Inc. WI$319.9M · 0.01%
Hatco Corporation WI$304.0M · 0.00%
Agropur Inc. WI$285.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391684871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.