Plan Ledger DOL Form 5500 · updated monthly

Ecm Holding Group, Inc.401(k)

ECM 401(K) RETIREMENT SAVINGS PLAN · OSHKOSH, WI · plan year 2023

Reported admin expense ratio · 2023
0.72%

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

Ecm Holding Group, Inc. reported $22,418 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. Employer contributions averaged $273 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 fell from 0.82% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,732nd of 1,936), and 4,366th of 5,337 in construction. In 2023, employees put in $10.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,551,332
Participants with balances146
Active participants141
Employer contributions$38,456
Employee contributions$391,214
Employer contribution per active participant$273
Average account balance$24,324
Benefits paid to participants$32,490
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.6M · 146 accts · $38K emplr
2022$2.7M · 145 accts · $247K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,298
Investment management$21,120
Total administrative$22,418
The Ecm Holding Group, Inc. 401(k) match · 2023
Employer contribution per active participant$273
Median for plans this size$1,308
2023$273 per active participant
2022$1,801 per active participant

Ecm Holding Group, 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 · 20231
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$22,418

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024Not separately reported
2023$22,418 · 0.72%
2022$21,376 · 0.82%
Similar plansConstruction · Wisconsin
Rhd Plumbing, Inc. WI$5.5M · 0.65%
Inland Companies, Inc. WI$5.1M · 0.74%
Paul Davis Restoration WI$4.9M · 0.82%
Zander Solutions LLC WI$3.3M · 0.05%
Current Electric WI$2.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853595632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.