Plan Ledger DOL Form 5500 · updated monthly

G.A. Wintzer & Son Company401(k)

G.A. WINTZER & SON COMPANY 401(K) RETIREMENT SAVINGS PLAN · WAPAKONETA, OH · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

G.A. Wintzer & Son Company reported $67,423 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,066 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 0.49% to 0.34%. 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 1,289th-largest of 3,295 plans among Ohio employers on file, and the 5,808th of 13,661 in manufacturing. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,669,599
Participants with balances153
Active participants140
Employer contributions$569,195
Employee contributions$954,483
Employer contribution per active participant$4,066
Average account balance$135,095
Benefits paid to participants$1,888,878
Plan auditUnmodified (clean) audit opinion
AuditorSTROH, JOHNSON & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 153 accts · $569K emplr
2023$18.7M · 166 accts · $468K emplr
2022$15.0M · 148 accts · $419K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,500
Investment management$43,923
Total administrative$67,423
The G.A. Wintzer & Son Company 401(k) match · 2024
Employer contribution per active participant$4,066
Median for plans this size$2,416
2024$4,066 per active participant
2023$3,226 per active participant
2022$3,055 per active participant

G.A. Wintzer & Son Company'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 · 20242
JP MORGAN SECURITIES LLC · Investment advisory (plan)$43,923
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,500

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$67,423 · 0.34%
2023$81,453 · 0.48%
2022$81,276 · 0.49%
Same employer
Similar plansManufacturing · Ohio
Hfi, LLC OH$20.7M · 0.46%
Rowmark, LLC OH$20.7M · 0.64%
Joyce/Dayton Corp. OH$20.7M · 0.23%
Gregory Industries, Inc. OH$20.7M · 0.29%
Turf Care Supply Corp. OH$20.6M · 0.40%
Hamilton Safe Co. OH$20.6M · 0.38%
Wulco, Inc. OH$20.5M · 0.50%
Atlantic Tool & Die Company OH$20.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344413817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.