Plan Ledger DOL Form 5500 · updated monthly

Fox Valley Molding, Inc.401(k)

FOX VALLEY MOLDING, INC. EMPLOYEE 401(K) PROFIT SHARING PLAN · PLANO, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Fox Valley Molding, Inc. reported $7,372 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,229 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 0.20% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (3,048th of 3,702), and 11,593rd of 13,661 in manufacturing. In 2024, employees put in $2.36 for every $1.00 the employer contributed; active participation has shrunk from 153 to 128 since 2022.

Plan summary
Net assets, end of year$4,283,047
Participants with balances94
Active participants128
Employer contributions$157,300
Employee contributions$370,571
Employer contribution per active participant$1,229
Average account balance$45,564
Benefits paid to participants$310,753
Plan auditUnmodified (clean) audit opinion
AuditorMICHELLE HECKERT, CPA, LLAC
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 94 accts · $157K emplr
2023$3.8M · 108 accts · $136K emplr
2022$3.6M · 111 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,545
Investment management$827
Total administrative$7,372
The Fox Valley Molding, Inc. 401(k) match · 2024
Employer contribution per active participant$1,229
Median for plans this size$1,313
2024$1,229 per active participant
2023$900 per active participant
2022$913 per active participant

Fox Valley Molding, Inc.'s 2024 employer contribution ran below 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 · 20241
SENTRY LIFE INSURANCE COMPANY$6,545

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$7,372 · 0.18%
2023$8,192 · 0.22%
2022$7,092 · 0.20%
Similar plansManufacturing · Illinois
Simplex, Inc. IL$4.3M · 0.25%
Mwcpa LLC IL$4.3M · 0.11%
The Caldwell Group, Inc. IL$4.3M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363263290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.