Plan Ledger DOL Form 5500 · updated monthly

E.R. Wagner Manufacturing Company, Inc.401(k)

E.R. WAGNER MANUFACTURING COMPANY, INC. RETIREMENT SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

E.R. Wagner Manufacturing Company, Inc. reported $42,345 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,406 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 0.55% to 0.40%. 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 (1,218th of 1,936), and 8,303rd of 13,661 in manufacturing. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has shrunk from 198 to 175 since 2022.

Plan summary
Net assets, end of year$11,179,376
Participants with balances199
Active participants175
Employer contributions$246,016
Employee contributions$798,286
Employer contribution per active participant$1,406
Average account balance$56,178
Benefits paid to participants$1,119,009
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 199 accts · $246K emplr
2023$10.0M · 233 accts · $269K emplr
2022$10.8M · 162 accts · $253K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,115
Investment management$30,230
Total administrative$42,345
The E.R. Wagner Manufacturing Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,406
Median for plans this size$2,416
2024$1,406 per active participant
2023$1,562 per active participant
2022$1,280 per active participant

E.R. Wagner Manufacturing 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 · 20243
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan)$29,883
EMPOWER ADVISORY GROUP, LLC · Investment management$347

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$42,345 · 0.40%
2023$33,178 · 0.32%
2022$65,883 · 0.55%
All plans at this employer2
E.R. WAGNER MANUFACTURING COMPANY, INC. RETIREMENT SAVINGS PLAN401(k)
E.R. WAGNER MANUFACTURING COMPANY, INC. RETIREMENT SAVINGS PLAN401(k)
Similar plansManufacturing · Wisconsin
Osi Environmental, Inc. WI$11.3M · 0.51%
Poly Vinyl Company, Inc. WI$11.3M · 0.13%
Nps Holdings LLC WI$11.3M · 0.49%
Castle-Pierce Corporation WI$11.2M · 0.56%
H.G. Weber & Co., Inc. WI$11.1M · 0.26%
Wigwam Mills, Inc. WI$11.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390683640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.