Plan Ledger DOL Form 5500 · updated monthly

Haag-Streit USA, Inc.401(k)

HAAG-STREIT USA, INC. CASH OR DEFERRED PROFIT SHARING PLAN · MASON, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Haag-Streit USA, Inc. reported $22,272 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,660 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 0.12%. 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 1,347th-largest of 3,295 plans among Ohio employers on file, and the 6,043rd of 13,661 in manufacturing. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has shrunk from 166 to 147 since 2022.

Plan summary
Net assets, end of year$19,444,158
Participants with balances195
Active participants147
Employer contributions$685,085
Employee contributions$985,409
Employer contribution per active participant$4,660
Average account balance$99,714
Benefits paid to participants$2,761,274
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 195 accts · $685K emplr
2023$16.5M · 179 accts · $603K emplr
2022$15.5M · 208 accts · $575K emplr
The Haag-Streit USA, Inc. 401(k) match · 2024
Employer contribution per active participant$4,660
Median for plans this size$2,416
2024$4,660 per active participant
2023$4,432 per active participant
2022$3,467 per active participant

Haag-Streit USA, 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 · 20242
UBS FINANCIAL SERVICES INC PAYMENT · Consulting$36,712
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
2024$22,272 · 0.12%
2023$35,920 · 0.22%
2022$15,143 · 0.09%
Same employer
Similar plansManufacturing · Ohio
Coastal Pet Products, Inc. OH$19.5M · 0.39%
The Great Lakes Brewing Co. OH$19.5M · 0.43%
Clark Grave Vault Company OH$19.5M · 0.25%
Sifco Industries, Inc. OH$19.4M · 0.35%
Etp International Inc. OH$19.4M · 0.22%
Tronair, Inc. OH$19.3M · 0.57%
Hi-Tek Manufacturing, Inc. OH$19.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311209950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.