Plan Ledger DOL Form 5500 · updated monthly

Core Products International, Inc.401(k)

CORE PRODUCTS INTERNATIONAL INC 401(K) PROFIT SHARING PLAN · OSCEOLA, WI · plan year 2023

Reported admin expense ratio · 2023
0.91%

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

Core Products International, Inc. reported $44,418 in plan administrative expenses for 2023: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2 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 1 year on file its reported administrative ratio rose from 0.82% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,612th of 1,936), and 11,110th of 13,661 in manufacturing. In 2023, employees put in $1570.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,184,725
Participants with balances81
Active participants85
Employer contributions$130
Employee contributions$204,152
Employer contribution per active participant$2
Average account balance$64,009
Benefits paid to participants$184,555
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.2M · 81 accts · $130 emplr
2022$4.5M · 116 accts · $615 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,589
Investment management$25,428
Total administrative$44,418
The Core Products International, Inc. 401(k) match · 2023
Employer contribution per active participant$2
Median for plans this size$1,308
2023$2 per active participant
2022$5 per active participant

Core Products International, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RAYMOND JAMES · Investment advisory (plan)$25,429
THE RIVERGROUP ADMINISTRATION SVC · Contract administrator$5,403

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

Administrative cost history2
2023$44,418 · 0.91%
2022$42,695 · 0.82%
All plans at this employer2
CORE PRODUCTS INTERNATIONAL INC 401(K) PROFIT SHARING PLAN401(k)
CORE PRODUCTS EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansManufacturing · Wisconsin
Maynard Steel Casting Co. WI$5.2M · 0.37%
Dairyfood USA Inc WI$4.9M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 411615208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.