Plan Ledger DOL Form 5500 · updated monthly

Fleetwood Group, Inc.ESOP

FLEETWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN · HOLLAND, MI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Fleetwood Group, Inc. reported $10 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,961 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 0.000% to 0.000%. 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 among the smaller plans on file in Michigan (1,355th of 2,619), and 7,757th of 13,661 in manufacturing. active participation has shrunk from 123 to 104 since 2022.

Plan summary
Net assets, end of year$12,899,302
Participants with balances141
Active participants104
Employer contributions$723,908
Employee contributions—
Employer contribution per active participant$6,961
Average account balance$91,484
Benefits paid to participants$1,077,637
Plan auditUnmodified (clean) audit opinion
AuditorKIEKOVER, SCHOLMA AND SHUMAKER, PC
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 141 accts · $724K emplr
2023$11.1M · 153 accts · $611K emplr
2022$11.6M · 151 accts · $793K emplr
Employer contributions to the Fleetwood Group, Inc. plan · 2024
Employer contribution per active participant$6,961
Median for plans this size$2,416
2024$6,961 per active participant
2023$5,871 per active participant
2022$6,443 per active participant

Fleetwood Group, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$10 · 0.00%
2023$30 · 0.00%
2022$30 · 0.00%
All plans at this employer2
FLEETWOOD GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
FLEETWOOD GROUP, INC. 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Michigan
Utica Services, LLC MI$13.1M · 0.13%
Nustep LLC MI$13.0M · 0.56%
Visioneering, Inc. MI$12.9M · 0.44%
Motor City Stamping, Inc. MI$12.9M · 0.47%
HELM43, LLC MI$12.9M · 0.30%
Navistar Defense, LLC MI$12.8M · 0.87%
Backyard Services, LLC MI$12.8M · 0.50%
Gns North America, Inc. MI$12.7M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381880634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.