Plan Ledger DOL Form 5500 · updated monthly

Halron Lubricants Inc.401(k)

HALRON LUBRICANTS INC. 401(K) RETIREMENT SAVINGS PLAN · GREEN BAY, WI · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Halron Lubricants Inc. reported $45,451 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,486 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 fell from 0.57% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,031st of 1,936), and 2,341st of 4,246 in wholesale trade. In 2025, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,286,304
Participants with balances113
Active participants117
Employer contributions$290,902
Employee contributions$648,266
Employer contribution per active participant$2,486
Average account balance$135,277
Benefits paid to participants$374,453
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.3M · 113 accts · $291K emplr
2024$12.4M · 115 accts · $282K emplr
2023$11.6M · 118 accts · $301K emplr
2022$9.4M · 125 accts · $288K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$13,185
Investment management$32,266
Total administrative$45,451
The Halron Lubricants Inc. 401(k) match · 2025
Employer contribution per active participant$2,486
Median for plans this size$2,666
2025$2,486 per active participant
2024$2,172 per active participant
2023$2,511 per active participant
2022$2,593 per active participant

Halron Lubricants Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
WEALTH ENHANCEMENT ADVISORY SERVICE · Investment advisory (plan)$32,266
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$13,185

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

Administrative cost history4
2025$45,451 · 0.33%
2024$66,863 · 0.56%
2023$58,879 · 0.56%
2022$55,181 · 0.57%
Same employer
Similar plansWholesale Trade · Wisconsin
Alsum Farms & Produce, Inc. WI$15.6M · 0.42%
Rocket Industrial, Inc. WI$15.4M · 0.41%
Marsh Electronics, Inc. WI$15.1M · 0.41%
Winona Foods Inc. WI$15.0M · 0.40%
Bills Distributing, LTD. WI$14.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391035807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.