Plan Ledger DOL Form 5500 · updated monthly

Innio Waukesha Gas Engines, Inc.401(k)

WAUKESHA GAS ENGINES 401(K) PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Innio Waukesha Gas Engines, Inc. reported $88,299 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $8,554 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 0.20% to 0.16%. 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 348th-largest of 1,936 plans among Wisconsin employers on file, and the 2,686th of 13,661 in manufacturing. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 347 to 532 since 2022.

Plan summary
Net assets, end of year$62,847,196
Participants with balances622
Active participants532
Employer contributions$4,550,831
Employee contributions$5,951,547
Employer contribution per active participant$8,554
Average account balance$101,041
Benefits paid to participants$4,818,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.8M · 622 accts · $4.6M emplr
2023$45.8M · 557 accts · $3.4M emplr
2022$30.7M · 434 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,251
Investment management$8,048
Total administrative$88,299
The Innio Waukesha Gas Engines, Inc. 401(k) match · 2024
Employer contribution per active participant$8,554
Median for plans this size$3,635
2024$8,554 per active participant
2023$7,182 per active participant
2022$7,409 per active participant

Innio Waukesha Gas Engines, Inc.'s 2024 employer contribution ran above the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,048

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$88,299 · 0.16%
2023$57,145 · 0.15%
2022$62,020 · 0.20%
Same employer
Similar plansManufacturing · Wisconsin
Wago Corporation WI$66.0M · 0.13%
Dlsm, Inc. WI$65.1M
Paper Machinery Corporation WI$61.6M · 0.15%
Zero Zone, Inc. WI$59.4M · 0.20%
Nelson Global Products Inc. WI$59.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043201571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.