Plan Ledger DOL Form 5500 · updated monthly

Greenheck Fan Corporation401(k)

GREENHECK FAN CORPORATION 401(K) & SAVINGS PLAN · SCHOFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Greenheck Fan Corporation reported $623,015 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $3,131 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 0.09% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 64th-largest of 1,936 plans among Wisconsin employers on file, and the 514th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$578,891,061
Participants with balances5,586
Active participants4,531
Employer contributions$14,186,319
Employee contributions$25,667,371
Employer contribution per active participant$3,131
Average account balance$103,632
Benefits paid to participants$59,742,329
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$578.9M · 5,586 accts · $14.2M emplr
2023$515.9M · 5,285 accts · $13.4M emplr
2022$443.5M · 5,051 accts · $11.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$495,037
Investment management$41,640
Trustee / custodial$86,338
Total administrative$623,015
The Greenheck Fan Corporation 401(k) match · 2024
Employer contribution per active participant$3,131
Median for plans this size$4,294
2024$3,131 per active participant
2023$3,132 per active participant
2022$2,691 per active participant

Greenheck Fan Corporation's 2024 employer contribution ran below the $4,294 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
MILLIMAN, INC · Recordkeeping · Loan processing$495,037
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$86,338
FRANCIS INVESTMENT COUNSEL · Investment advisory (plan)$41,640

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$623,015 · 0.11%
2023$547,301 · 0.11%
2022$439,626 · 0.09%
All plans at this employer2
GREENHECK FAN CORPORATION 401(K) & SAVINGS PLAN401(k)
GREENHECK FAN CORPORATION (F/K/A METAL INDUSTRIES) 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Kerry Inc. WI$604.2M · 0.16%
Waupaca Foundry, Inc. WI$598.5M · 0.08%
Promega Corporation WI$418.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390920319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.