Plan Ledger DOL Form 5500 · updated monthly

Fox Valley Metrology, LTD.401(k)

FOX VALLEY METROLOGY 401K PLAN · OSHKOSH, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Fox Valley Metrology, LTD. reported $36,968 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,819 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 0.48% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,303rd of 1,936), and 8,158th of 11,654 in professional & technical services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 130 to 175 since 2022.

Plan summary
Net assets, end of year$9,496,248
Participants with balances109
Active participants175
Employer contributions$318,326
Employee contributions$591,877
Employer contribution per active participant$1,819
Average account balance$87,122
Benefits paid to participants$1,757,996
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 109 accts · $318K emplr
2023$9.1M · 113 accts · $293K emplr
2022$7.0M · 111 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,540
Investment management$24,428
Total administrative$36,968
The Fox Valley Metrology, LTD. 401(k) match · 2024
Employer contribution per active participant$1,819
Median for plans this size$1,313
2024$1,819 per active participant
2023$1,745 per active participant
2022$1,924 per active participant

Fox Valley Metrology, LTD.'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 · 20242
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$12,755
EDWARD D. JONES$22,419

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$36,968 · 0.40%
2023$30,887 · 0.38%
2022$35,752 · 0.48%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
C3 Corporation WI$10.2M · 0.62%
Symphony Corporation WI$9.8M · 0.46%
Keylink Holdings, LLC WI$9.0M · 0.72%
Codeworks, L.L.C WI$8.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391836336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.