Plan Ledger DOL Form 5500 · updated monthly

Engendren Corporation401(k)

ENGENDREN CORPORATION 401(K) PLAN · KENOSHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Engendren Corporation reported $64,160 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,554 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 0.82% to 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,456th of 1,936), and 9,916th of 13,661 in manufacturing. In 2024, employees put in $2.72 for every $1.00 the employer contributed; active participation has grown from 127 to 215 since 2022.

Plan summary
Net assets, end of year$7,477,012
Participants with balances319
Active participants215
Employer contributions$334,057
Employee contributions$907,237
Employer contribution per active participant$1,554
Average account balance$23,439
Benefits paid to participants$1,451,208
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 319 accts · $334K emplr
2023$6.9M · 241 accts · $223K emplr
2022$5.8M · 200 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,160
Total administrative$64,160
The Engendren Corporation 401(k) match · 2024
Employer contribution per active participant$1,554
Median for plans this size$1,313
2024$1,554 per active participant
2023$1,410 per active participant
2022$1,605 per active participant

Engendren Corporation's 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$586
WELLTH ADVISORY SERVICES, LLC · Investment advisory (participants)$12,611
GLOBAL RETIREMENT PARTNERS · Investment advisory (participants)$12,464

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,160 · 0.89%
2023$58,148 · 0.91%
2022$50,272 · 0.82%
Same employer
Similar plansManufacturing · Wisconsin
Tufco LP WI$7.5M · 0.44%
G3 Industries, Inc. WI$7.2M · 0.78%
Velocity Machine, Inc. WI$7.2M · 1.12%
Matenaer Corporation WI$7.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455005511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.