Plan Ledger DOL Form 5500 · updated monthly

Crane Engineering Sales, Inc.401(k)

CRANE ENGINEERING SALES, INC. 401(K) PLAN · KIMBERLY, WI · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Crane Engineering Sales, Inc. reported $101,359 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,955 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 rose from 0.39% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 818th-largest of 1,936 plans among Wisconsin employers on file, and the 1,782nd of 4,246 in wholesale trade. In 2024, employees put in $3.54 for every $1.00 the employer contributed; active participation has grown from 108 to 158 since 2022.

Plan summary
Net assets, end of year$21,566,373
Participants with balances159
Active participants158
Employer contributions$466,941
Employee contributions$1,654,780
Employer contribution per active participant$2,955
Average account balance$135,638
Benefits paid to participants$2,404,514
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$21.6M · 159 accts · $467K emplr
2023$19.9M · 147 accts · $374K emplr
2022$16.1M · 120 accts · $317K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,726
Investment management$71,230
Trustee / custodial$403
Total administrative$101,359
The Crane Engineering Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$2,955
Median for plans this size$2,416
2024$2,955 per active participant
2023$2,617 per active participant
2022$2,937 per active participant

Crane Engineering Sales, 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 · 20242
PENSION INC. · Contract administrator · Recordkeeping$29,726
RAYMOND JAMES & ASSOCIATES · Investment advisory (participants) · Investment advisory (plan)$71,230

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

Recordkeeper by year2
2024PENSION INC.
2023PENSION INC.

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

Administrative cost history3
2024$101,359 · 0.49%
2023$85,610 · 0.48%
2022$63,599 · 0.39%
Same employer
Similar plansWholesale Trade · Wisconsin
Johnson Tractor Inc WI$22.3M · 0.23%
Naviant, LLC. WI$21.7M · 0.58%
The F. Dohmen Co. WI$21.3M · 0.01%
C.J.W., Inc. WI$20.3M

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Source: U.S. Department of Labor, Form 5500 series, EIN 391093902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.