Plan Ledger DOL Form 5500 · updated monthly

Eutectic Corporation401(k)

EUTECTIC CORPORATION 401(K) SAVINGS AND PROTECTION PLAN · MENOMONEE FALLS, WI · plan year 2023

Reported admin expense ratio · 2023
0.67%

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

Eutectic Corporation reported $48,495 in plan administrative expenses for 2023: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,312 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 has held roughly steady near 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,421st of 1,936), and 3,223rd of 4,246 in wholesale trade. In 2023, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,943,169
Participants with balances73
Active participants78
Employer contributions$180,321
Employee contributions$421,018
Employer contribution per active participant$2,312
Average account balance$108,811
Benefits paid to participants$260,371
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$7.9M · 73 accts · $180K emplr
2022$6.6M · 82 accts · $169K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$48,495
Total administrative$48,495
The Eutectic Corporation 401(k) match · 2023
Employer contribution per active participant$2,312
Median for plans this size$1,308
2023$2,312 per active participant
2022$2,109 per active participant

Eutectic Corporation's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 · 20233
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$23,793
CBIZ BENEFITS & INSURANCE SERVICES · Contract administrator$8,864

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

Administrative cost history2
2023$48,495 · 0.67%
2022$49,968 · 0.70%
Similar plansWholesale Trade · Wisconsin
Condon Companies WI$8.2M · 0.10%
A.L. Schutzman Company WI$8.2M · 0.93%
Speedy Metals, LLC WI$6.6M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111612406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.