Plan Ledger DOL Form 5500 · updated monthly

Climco Coils401(k)

CLIMCO COILS 401(K) RETIREMENT PLAN · MORRISON, IL · plan year 2022

Reported admin expense ratio · 2022
1.31%

Climco Coils reported $23,070 in plan administrative expenses for 2022: 1.31% of average plan assets, higher than ~90% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (3,413th of 3,702), and 13,031st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$1,565,229
Participants with balances25
Active participants95
Employer contributions—
Employee contributions$135,994
Employer contribution per active participant—
Average account balance$62,609
Benefits paid to participants$278,922
Plan auditUnmodified (clean) audit opinion
AuditorWINKEL PARKER & FOSTER CPA PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,070
Total administrative$23,070
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$23,070 · 1.31%
Similar plansManufacturing · Illinois
Ventra Fowlerville LLC IL$1.9M · 0.29%
Lb Metals, LLC IL$1.7M · 0.01%
Acc Electronix, Inc IL$1.5M · 0.24%
Filter Technology, Inc. IL$1.5M · 0.37%
The Gsi Group, LLC IL$1.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391280256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.