Plan Ledger DOL Form 5500 · updated monthly

Gordon Flesch Company, Inc.401(k)

GORDON FLESCH COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Gordon Flesch Company, Inc. reported $117,807 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,761 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 0.12% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 167th-largest of 1,936 plans among Wisconsin employers on file, and the 302nd of 4,246 in wholesale trade. In 2024, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$153,500,069
Participants with balances850
Active participants661
Employer contributions$1,824,792
Employee contributions$5,243,474
Employer contribution per active participant$2,761
Average account balance$180,588
Benefits paid to participants$7,280,469
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$153.5M · 850 accts · $1.8M emplr
2023$134.7M · 867 accts · $1.7M emplr
2022$106.4M · 901 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,289
Investment management$39,788
Total administrative$117,807
The Gordon Flesch Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,761
Median for plans this size$3,635
2024$2,761 per active participant
2023$2,594 per active participant
2022$2,384 per active participant

Gordon Flesch Company, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$75,839
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$39,788
FUND EVALUATION GROUP · Investment advisory (plan)$6,730

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$117,807 · 0.08%
2023$104,819 · 0.09%
2022$125,721 · 0.12%
Same employer
Similar plansWholesale Trade · Wisconsin
Direct Supply, Inc. WI$346.1M · 0.07%
Iewc Corp. WI$215.0M
Brp US Inc. WI$158.6M · 0.24%
Lemans Corporation WI$122.3M · 0.22%
Russel Metals Inc. WI$118.4M · 0.01%
Laforce, LLC WI$100.7M · 0.16%
School Specialty, LLC WI$99.0M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390993125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.