Plan Ledger DOL Form 5500 · updated monthly

Construction Forms, Inc.401(k)

CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN · PORT WASHINGTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Construction Forms, Inc. reported $45,618 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,145 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 0.38% to 0.28%. 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 849th-largest of 1,936 plans among Wisconsin employers on file, and the 5,862nd of 13,661 in manufacturing. In 2024, employees put in $2.66 for every $1.00 the employer contributed; active participation has grown from 125 to 240 since 2022.

Plan summary
Net assets, end of year$20,374,713
Participants with balances289
Active participants240
Employer contributions$514,819
Employee contributions$1,369,498
Employer contribution per active participant$2,145
Average account balance$70,501
Benefits paid to participants$2,366,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 289 accts · $515K emplr
2023$12.0M · 188 accts · $319K emplr
2022$10.3M · 203 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,618
Total administrative$45,618
The Construction Forms, Inc. 401(k) match · 2024
Employer contribution per active participant$2,145
Median for plans this size$2,416
2024$2,145 per active participant
2023$2,822 per active participant
2022$2,597 per active participant

Construction Forms, Inc.'s 2024 employer contribution ran below 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$20,359
PEAK RETIRMENT GROUP · Contract administrator$1,450
EMPOWER ADVISORY GROUP, LLC · Investment management$122

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$45,618 · 0.28%
2023$43,745 · 0.39%
2022$42,020 · 0.38%
Same employer
Similar plansManufacturing · Wisconsin
Oem Fabricators, Inc. WI$20.9M · 0.27%
Dramm Corporation WI$20.6M · 0.42%
Metal-Era, LLC WI$20.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391104344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.