Plan Ledger DOL Form 5500 · updated monthly

H & S Manufacturing Company, Inc.401(k)

H & S MANUFACTURING COMPANY, INC. PROFIT SHARING 401(K) PLAN · MARSHFIELD, WI · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

H & S Manufacturing Company, Inc. reported $10,489 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,081 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 1 year on file its reported administrative ratio fell from 0.040% to 0.035%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 620th-largest of 1,936 plans among Wisconsin employers on file, and the 4,392nd of 13,661 in manufacturing. In 2023, employees put in $1.76 for every $1.00 the employer contributed; active participation has shrunk from 217 to 149 since 2022.

Plan summary
Net assets, end of year$30,861,390
Participants with balances266
Active participants149
Employer contributions$459,003
Employee contributions$807,276
Employer contribution per active participant$3,081
Average account balance$116,020
Benefits paid to participants$3,431,613
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$30.9M · 266 accts · $459K emplr
2022$28.8M · 299 accts · $602K emplr
Administrative expenses, itemized · 2023
Investment management$10,489
Total administrative$10,489
The H & S Manufacturing Company, Inc. 401(k) match · 2023
Employer contribution per active participant$3,081
Median for plans this size$2,440
2023$3,081 per active participant
2022$2,776 per active participant

H & S Manufacturing Company, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,401
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$10,489 · 0.04%
2022$11,087 · 0.04%
Same employer
Similar plansManufacturing · Wisconsin
Mullins Cheese, Inc. WI$31.4M · 0.35%
Wilo USA LLC WI$30.9M · 0.44%
Wixon Industries, Inc. WI$30.9M · 0.04%
Pflow Industries, Inc. WI$30.8M · 0.00%
Hypro, Inc. WI$30.5M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391091159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.