Plan Ledger DOL Form 5500 · updated monthly

E.K. Machine Company, Inc.401(k)

E.K. MACHINE COMPANY, INC. RETIREMENT SAVINGS PLAN · FALL RIVER, WI · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

E.K. Machine Company, Inc. reported $64,262 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,579 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 0.36% to 0.41%. 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 among the smaller plans on file in Wisconsin (985th of 1,936), and the 6,642nd of 13,661 in manufacturing. In 2024, employees put in $3.29 for every $1.00 the employer contributed; active participation has grown from 137 to 203 since 2022.

Plan summary
Net assets, end of year$16,682,473
Participants with balances235
Active participants203
Employer contributions$320,533
Employee contributions$1,055,524
Employer contribution per active participant$1,579
Average account balance$70,989
Benefits paid to participants$1,323,420
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 235 accts · $321K emplr
2023$14.8M · 209 accts · $303K emplr
2022$11.6M · 191 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,837
Investment management$56,425
Total administrative$64,262
The E.K. Machine Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,579
Median for plans this size$2,416
2024$1,579 per active participant
2023$1,835 per active participant
2022$1,878 per active participant

E.K. Machine Company, 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
COMPENSATION SYSTEMS INC · Contract administrator$7,850
JASON C SMITHindirect comp
MMLISindirect comp

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$64,262 · 0.41%
2023$45,480 · 0.34%
2022$40,050 · 0.36%
Same employer
Similar plansManufacturing · Wisconsin
Schwing Bioset, Inc. WI$16.8M · 0.43%
Walzcraft Industries, Inc WI$16.7M · 0.50%
Carma Laboratories, Inc. WI$16.4M · 0.46%
Weldall Mfg., Inc. WI$16.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391221953 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.