Plan Ledger DOL Form 5500 · updated monthly

Emmi Roth USA, Inc.401(k)

EMMI ROTH USA 401(K) PLAN · STOUGHTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Emmi Roth USA, Inc. reported $52,604 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,138 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 0.15% to 0.19%. 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 633rd-largest of 1,936 plans among Wisconsin employers on file, and the 4,472nd of 13,661 in manufacturing. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has grown from 308 to 525 since 2022.

Plan summary
Net assets, end of year$30,150,798
Participants with balances588
Active participants525
Employer contributions$1,122,224
Employee contributions$2,567,896
Employer contribution per active participant$2,138
Average account balance$51,277
Benefits paid to participants$2,950,200
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 588 accts · $1.1M emplr
2023$25.5M · 425 accts · $910K emplr
2022$19.2M · 382 accts · $824K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,604
Total administrative$52,604
The Emmi Roth USA, Inc. 401(k) match · 2024
Employer contribution per active participant$2,138
Median for plans this size$2,416
2024$2,138 per active participant
2023$2,677 per active participant
2022$2,675 per active participant

Emmi Roth USA, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,604

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$52,604 · 0.19%
2023$34,988 · 0.16%
2022$31,375 · 0.15%
Same employer
Similar plansManufacturing · Wisconsin
Hypro, Inc. WI$30.5M · 0.49%
Steele Solutions, Inc. WI$30.3M · 0.48%
A&B Process Systems Corp WI$30.3M · 0.13%
Madison-Kipp Corporation WI$30.3M · 0.04%
Village Associates Inc. WI$29.9M · 0.22%
Deltrol Corporation WI$29.9M · 0.43%
Maysteel Industries, LLC WI$29.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391666423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.