Plan Ledger DOL Form 5500 · updated monthly

Equix Holdings, Inc.401(k)

401(K) RETIREMENT SAVINGS PLAN · FOND DU LAC, WI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Equix Holdings, Inc. reported $65,965 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,563 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 0.39% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 584th-largest of 1,936 plans among Wisconsin employers on file, and the 1,435th of 5,337 in construction. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,979,368
Participants with balances522
Active participants767
Employer contributions$1,198,839
Employee contributions$2,488,777
Employer contribution per active participant$1,563
Average account balance$63,179
Benefits paid to participants$4,626,950
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.0M · 522 accts · $1.2M emplr
2023$29.4M · 517 accts · $1.2M emplr
2022$24.3M · 523 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,965
Investment management$8,000
Total administrative$65,965
The Equix Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,563
Median for plans this size$2,416
2024$1,563 per active participant
2023$1,438 per active participant
2022$1,392 per active participant

Equix Holdings, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$57,965
SPECTRUM INVESTMENT · Investment advisory (plan)$8,000

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$65,965 · 0.21%
2023$100,359 · 0.37%
2022$102,237 · 0.39%
Similar plansConstruction · Wisconsin
J.P. Cullen & Sons, Inc. WI$39.3M · 0.31%
Dave Jones, LLC. WI$37.5M · 0.48%
Stevens Construction Corp. WI$36.3M · 0.17%
Vh Holdings, LLC WI$32.2M · 0.34%
Novum Holdings LLC WI$26.8M · 0.07%
Super Excavator, Inc. WI$26.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853508497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.