Plan Ledger DOL Form 5500 · updated monthly

Hellermanntyton Corporation401(k)

HELLERMANNTYTON CORPORATION 401(K) RETIREMENT AND PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Hellermanntyton Corporation reported $173,023 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,953 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 fell from 0.35% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 229th-largest of 1,936 plans among Wisconsin employers on file, and the 1,905th of 13,661 in manufacturing. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,500,878
Participants with balances987
Active participants785
Employer contributions$3,102,999
Employee contributions$4,770,547
Employer contribution per active participant$3,953
Average account balance$101,825
Benefits paid to participants$10,101,344
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$100.5M · 987 accts · $3.1M emplr
2023$89.6M · 924 accts · $2.9M emplr
2022$79.0M · 867 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,743
Investment management$53,630
Audit (IQPA)$34,650
Total administrative$173,023
The Hellermanntyton Corporation 401(k) match · 2024
Employer contribution per active participant$3,953
Median for plans this size$3,635
2024$3,953 per active participant
2023$3,702 per active participant
2022$3,852 per active participant

Hellermanntyton Corporation's 2024 employer contribution ran above the $3,635 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$39,985
BAKER TILLY US LLP · Accounting / audit$34,650
EMPOWER ADVISORY GROUP, LLC · Investment management$13,645

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$173,023 · 0.18%
2023$146,731 · 0.17%
2022$297,176 · 0.35%
Same employer
Similar plansManufacturing · Wisconsin
Kuhn North America, Inc. WI$112.6M · 0.15%
Bemis Manufacturing Company WI$107.6M · 0.01%
Neenah Enterprises, Inc. WI$104.7M · 0.22%
Meridian Industries, Inc. WI$94.8M · 0.21%
Central Processing Corp. WI$92.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391154824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.