Plan Ledger DOL Form 5500 · updated monthly

Isola USA Corp.401(k)

ISOLA USA CORP. 401(K) SAVINGS PLAN · CHANDLER, AZ · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Isola USA Corp. reported $60,751 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,894 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 0.21% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 294th-largest of 1,285 plans among Arizona employers on file, and the 4,782nd of 13,661 in manufacturing. In 2023, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 288 to 330 since 2022.

Plan summary
Net assets, end of year$27,586,813
Participants with balances436
Active participants330
Employer contributions$624,912
Employee contributions$1,391,456
Employer contribution per active participant$1,894
Average account balance$63,273
Benefits paid to participants$4,030,639
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 455 accts · $657K emplr
2023$27.6M · 436 accts · $625K emplr
2022$26.3M · 459 accts · $733K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,519
Investment management$30,932
Total administrative$60,751
The Isola USA Corp. 401(k) match · 2023
Employer contribution per active participant$1,894
Median for plans this size$2,440
2024$2,190 per active participant
2023$1,894 per active participant
2022$2,547 per active participant

Isola USA Corp.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MORGAN STANLEY · Investment advisory (plan)$30,932
QDRO CONSULTANTS CO LLC · Consulting$300

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$66,799 · 0.24%
2023$60,751 · 0.23%
2022$61,301 · 0.21%
Same employer
Similar plansManufacturing · Arizona
Tpi Composites, Inc. AZ$34.0M · 0.50%
Ascent Lifting, Inc. AZ$32.9M · 0.13%
Amtech Systems, Inc. AZ$31.0M · 0.20%
MD Helicopters, LLC AZ$27.0M · 0.14%
Certex USA, LLC AZ$24.8M · 0.01%
Foam Fabricators, Inc. AZ$24.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201089618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.