Plan Ledger DOL Form 5500 · updated monthly

Fgs-Wi, LLC (dba Freedom Graphic Systems)401(k)

FREEDOM GRAPHIC SYSTEMS RETIREMENT PLAN · MILTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Fgs-Wi, LLC (dba Freedom Graphic Systems) reported $69,177 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $437 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 0.29% to 0.22%. 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 586th-largest of 1,936 plans among Wisconsin employers on file, and the 4,202nd of 13,661 in manufacturing. In 2024, employees put in $7.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,898,497
Participants with balances602
Active participants512
Employer contributions$223,638
Employee contributions$1,743,150
Employer contribution per active participant$437
Average account balance$54,649
Benefits paid to participants$2,073,846
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.9M · 602 accts · $224K emplr
2023$29.5M · 624 accts · $198K emplr
2022$26.2M · 586 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,575
Investment management$43,602
Total administrative$69,177
The Fgs-Wi, LLC (dba Freedom Graphic Systems) 401(k) match · 2024
Employer contribution per active participant$437
Median for plans this size$2,416
2024$437 per active participant
2023$396 per active participant
2022$416 per active participant

Fgs-Wi, LLC (dba Freedom Graphic Systems)'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$45,134
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,575

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$69,177 · 0.22%
2023$65,118 · 0.23%
2022$73,203 · 0.29%
Similar plansManufacturing · Wisconsin
Trace-A-Matic Corporation WI$33.6M · 0.30%
Milsco, LLC WI$33.2M · 0.18%
Putzmeister America, Inc. WI$33.2M · 0.34%
Glenroy, Inc. WI$32.7M · 0.45%
Steel King Industries, Inc. WI$32.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273287925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.