Plan Ledger DOL Form 5500 · updated monthly

Guy & O'Neill, Inc.401(k)

SHARE IN OUR GROWTH 401(K) PLAN · FREDONIA, WI · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Guy & O'Neill, Inc. reported $39,398 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $742 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,381st of 1,936), and 9,486th of 13,661 in manufacturing. In 2024, employees put in $4.01 for every $1.00 the employer contributed; active participation has grown from 199 to 284 since 2022.

Plan summary
Net assets, end of year$8,417,419
Participants with balances137
Active participants284
Employer contributions$210,605
Employee contributions$844,697
Employer contribution per active participant$742
Average account balance$61,441
Benefits paid to participants$1,241,833
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 137 accts · $211K emplr
2023$7.4M · 155 accts · $240K emplr
2022$6.1M · 145 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,820
Investment management$34,578
Total administrative$39,398
The Guy & O'Neill, Inc. 401(k) match · 2024
Employer contribution per active participant$742
Median for plans this size$1,313
2024$742 per active participant
2023$647 per active participant
2022$1,061 per active participant

Guy & O'Neill, Inc.'s 2024 employer contribution ran below the $1,313 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$39,398

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$39,398 · 0.50%
2023$32,697 · 0.48%
2022$33,437 · 0.51%
Same employer
Similar plansManufacturing · Wisconsin
Artisans, Inc. WI$8.6M · 0.46%
Milwaukee Forge, LLC WI$8.5M · 0.44%
Wrought Washer Mfg., Inc. WI$8.5M · 0.52%
Kirsh Foundry, Inc. WI$8.5M · 0.63%
Fair Oaks Foods, LLC WI$8.4M · 0.56%
Wisconsin Homes, Inc. WI$8.3M · 0.02%
Arow Global Corp. WI$8.3M · 0.69%
Polyfab LLC WI$8.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391234372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.