Plan Ledger DOL Form 5500 · updated monthly

Invest Cast Incorporated401(k)

INVEST CAST INCORPORATED 401(K) PROFIT SHARING PLAN · MINNEAPOLIS, MN · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Invest Cast Incorporated reported $6,780 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Minnesota (1,733rd of 1,918), and 12,376th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$2,839,289
Participants with balances52
Active participants125
Employer contributions$0
Employee contributions$136,381
Employer contribution per active participant$0
Average account balance$54,602
Benefits paid to participants$377,465
Plan auditDisclaimer of opinion
AuditorMEUWISSEN, FLYGARE, KADRLIK & ASSOC
Administrative expenses, itemized · 2022
Professional / advisory$6,780
Total administrative$6,780
The Invest Cast Incorporated 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Invest Cast Incorporated's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,780 · 0.23%
Similar plansManufacturing · Minnesota
Steinwall Incorporated MN$3.2M · 0.73%
Erdman Automation, Inc. MN$3.0M · 0.89%
G.O. Fresh, Inc. MN$2.7M · 0.01%
Navy Island Incorporated MN$2.5M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411404239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.