Plan Ledger DOL Form 5500 · updated monthly

Fox Valley Tool & Die, Inc.401(k)

FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN · KAUKAUNA, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Fox Valley Tool & Die, Inc. reported $13,999 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,686 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 0.61% to 0.05%. 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 671st-largest of 1,936 plans among Wisconsin employers on file, and the 4,741st of 13,661 in manufacturing. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,985,453
Participants with balances157
Active participants149
Employer contributions$400,285
Employee contributions$1,109,207
Employer contribution per active participant$2,686
Average account balance$178,251
Benefits paid to participants$2,112,374
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.0M · 157 accts · $400K emplr
2023$25.4M · 156 accts · $781K emplr
2022$23.4M · 179 accts · $642K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,999
Total administrative$13,999
The Fox Valley Tool & Die, Inc. 401(k) match · 2024
Employer contribution per active participant$2,686
Median for plans this size$2,416
2024$2,686 per active participant
2023$5,388 per active participant
2022$4,458 per active participant

Fox Valley Tool & Die, Inc.'s 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$13,998

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$13,999 · 0.05%
2023$85,355 · 0.35%
2022$141,206 · 0.61%
Same employer
Similar plansManufacturing · Wisconsin
Brunk Industries, Inc. WI$28.5M · 0.43%
Eggers Division, LLC WI$28.4M · 0.04%
Ultratec, Inc. WI$28.0M · 0.04%
Venturedyne LTD WI$27.8M · 0.01%
Mid-States Aluminum Corp. WI$27.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391137755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.