Plan Ledger DOL Form 5500 · updated monthly

Cmd Corporation401(k)

CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Cmd Corporation reported $44,577 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $6,308 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 0.10% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 398th-largest of 1,936 plans among Wisconsin employers on file, and the 3,003rd of 13,661 in manufacturing. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,304,851
Participants with balances223
Active participants191
Employer contributions$1,204,774
Employee contributions$1,610,100
Employer contribution per active participant$6,308
Average account balance$239,035
Benefits paid to participants$6,222,163
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.3M · 223 accts · $1.2M emplr
2023$50.3M · 222 accts · $1.1M emplr
2022$46.8M · 220 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,577
Total administrative$44,577
The Cmd Corporation 401(k) match · 2024
Employer contribution per active participant$6,308
Median for plans this size$3,635
2024$6,308 per active participant
2023$5,717 per active participant
2022$4,247 per active participant

Cmd Corporation's 2024 employer contribution ran above the $3,635 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 · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Participant communication · Recordkeeping$44,577
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,577 · 0.09%
2023$41,247 · 0.08%
2022$49,810 · 0.10%
Same employer
Similar plansManufacturing · Wisconsin
Wausau Tile, Inc. WI$54.3M · 0.18%
Khs USA, Inc. WI$53.3M · 0.03%
Mason Companies, Inc WI$53.1M · 0.26%
Milwaukee Valve Co., LLC WI$52.5M · 0.26%
Paper Machinery Corporation WI$51.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391353046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.