Plan Ledger DOL Form 5500 · updated monthly

Elkay Interior Systems International, Inc.401(k)

ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN · MILWAUKEE, 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

Elkay Interior Systems International, Inc. reported $118,350 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,468 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 0.21% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 744th-largest of 1,936 plans among Wisconsin employers on file, and 401st of 786 in management of companies. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 270 to 229 since 2022.

Plan summary
Net assets, end of year$24,562,418
Participants with balances276
Active participants229
Employer contributions$794,142
Employee contributions$1,442,465
Employer contribution per active participant$3,468
Average account balance$88,994
Benefits paid to participants$4,126,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.6M · 276 accts · $794K emplr
2023$23.5M · 269 accts · $903K emplr
2022$22.7M · 298 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,552
Investment management$89,798
Total administrative$118,350
The Elkay Interior Systems International, Inc. 401(k) match · 2024
Employer contribution per active participant$3,468
Median for plans this size$2,416
2024$3,468 per active participant
2023$4,341 per active participant
2022$2,708 per active participant

Elkay Interior Systems International, 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$65,850
ANNEX WEALTH MANAGEMENT LLC · Investment advisory (plan)$23,948

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$118,350 · 0.49%
2023$122,134 · 0.53%
2022$46,689 · 0.21%
Same employer
Similar plansManagement of Companies · Wisconsin
Vhc, Inc. WI$74.2M · 0.01%
Hendricks Holding Co., Inc. WI$73.6M · 0.33%
W.T. Walker Group, Inc. WI$52.5M · 0.02%
Plank Enterprises, Inc. WI$19.8M · 0.35%
Eponk Group WI$12.6M · 0.38%
Gci Affiliated Companies WI$10.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371843158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.