Plan Ledger DOL Form 5500 · updated monthly

Gilson, Inc.401(k)

GILSON, INC. EMPLOYEES RETIREMENT PLAN · MIDDLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Gilson, Inc. reported $29,029 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,431 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 rose from 0.05% to 0.06%. 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 426th-largest of 1,936 plans among Wisconsin employers on file, and the 3,194th of 13,661 in manufacturing. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 139 to 118 since 2022.

Plan summary
Net assets, end of year$48,989,026
Participants with balances226
Active participants118
Employer contributions$640,825
Employee contributions$1,166,875
Employer contribution per active participant$5,431
Average account balance$216,766
Benefits paid to participants$4,917,083
Plan auditUnmodified (clean) audit opinion
AuditorKMA, S.C.
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 226 accts · $641K emplr
2023$42.7M · 230 accts · $615K emplr
2022$34.4M · 229 accts · $531K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,968
Investment management$598
Total administrative$29,029
The Gilson, Inc. 401(k) match · 2024
Employer contribution per active participant$5,431
Median for plans this size$2,416
2024$5,431 per active participant
2023$4,657 per active participant
2022$3,823 per active participant

Gilson, 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.

Service providers · 20241
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$27,566

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,029 · 0.06%
2023$21,089 · 0.05%
2022$20,262 · 0.05%
Same employer
Similar plansManufacturing · Wisconsin
Everbrite, LLC WI$50.4M · 0.31%
Prent Corporation WI$49.4M · 0.23%
United Stars, Inc. WI$49.3M · 0.03%
J.W. Speaker Corporation WI$48.7M · 0.16%
Arandell Corporation WI$48.4M · 0.28%
Prolec-Ge Waukesha, Inc. WI$48.4M · 0.23%
Country Visions Cooperative WI$48.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391081537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.