Plan Ledger DOL Form 5500 · updated monthly

Depatie Fluid Power Company401(k)

DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN · PORTAGE, MI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Depatie Fluid Power Company reported $31,083 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,035 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.

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 1,232nd-largest of 2,619 plans among Michigan employers on file, and 6,962nd of 13,661 in manufacturing. In 2024, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,459,824
Participants with balances193
Active participants242
Employer contributions$492,549
Employee contributions$1,277,308
Employer contribution per active participant$2,035
Average account balance$80,103
Benefits paid to participants$664,022
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,201
Investment management$14,882
Total administrative$31,083
The Depatie Fluid Power Company 401(k) match · 2024
Employer contribution per active participant$2,035
Median for plans this size$2,416

Depatie Fluid Power Company'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
OSAIC WEALTH INC · Investment advisory (plan)$13,327
EMPOWER ADVISORY GROUP, LLC · Investment management$8,122
CWS FINANCIAL ADVISORS · Investment advisory (plan)$6,760

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

Administrative cost history1
2024$31,083 · 0.23%
Same employer
Similar plansManufacturing · Michigan
Pti Engineered Plastics Inc MI$15.6M · 0.08%
Burnette Foods, Inc. MI$15.5M · 0.54%
Sk Siltron Css, LLC MI$15.4M · 0.18%
Floracraft, Inc. MI$15.4M · 0.18%
Arvco Container Corporation MI$15.3M · 0.32%
Fiamm Technologies L.L.C. MI$15.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300036481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.