Plan Ledger DOL Form 5500 · updated monthly

Coating Place, Inc.401(k)

COATING PLACE, INC. PROFIT SHARING & 401(K) PLAN · VERONA, WI · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Coating Place, Inc. reported $51,110 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,250 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 0.21% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 607th-largest of 1,936 plans among Wisconsin employers on file, and the 4,324th of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,555,402
Participants with balances225
Active participants143
Employer contributions$464,801
Employee contributions$814,855
Employer contribution per active participant$3,250
Average account balance$140,246
Benefits paid to participants$1,506,624
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.6M · 225 accts · $465K emplr
2023$27.6M · 197 accts · $415K emplr
2022$22.9M · 205 accts · $418K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,593
Investment management$8,517
Total administrative$51,110
The Coating Place, Inc. 401(k) match · 2024
Employer contribution per active participant$3,250
Median for plans this size$2,416
2024$3,250 per active participant
2023$3,265 per active participant
2022$3,194 per active participant

Coating Place, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$42,593
ONEAMERICA INVESTMENT ADVISORY SVCS · Investment management$8,517
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$51,110 · 0.17%
2023$43,005 · 0.17%
2022$52,694 · 0.21%
Same employer
Similar plansManufacturing · Wisconsin
Pointe Precision, Inc. WI$32.2M · 0.40%
Oec Graphics, Inc. WI$31.9M · 0.32%
Nercon Eng. & Mfg.Inc. WI$31.9M · 0.32%
Mullins Cheese, Inc. WI$31.4M · 0.35%
Wilo USA LLC WI$30.9M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391949466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.