Plan Ledger DOL Form 5500 · updated monthly

Jagemann Stamping Co.401(k)

JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST · MANITOWOC, WI · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Jagemann Stamping Co. reported $68,446 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $5,221 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 has held roughly steady near 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 748th-largest of 1,936 plans among Wisconsin employers on file, and the 5,206th of 13,661 in manufacturing. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has shrunk from 262 to 143 since 2022.

Plan summary
Net assets, end of year$24,414,546
Participants with balances305
Active participants143
Employer contributions$746,561
Employee contributions$788,416
Employer contribution per active participant$5,221
Average account balance$80,048
Benefits paid to participants$2,860,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 305 accts · $747K emplr
2023$22.4M · 491 accts · $875K emplr
2022$21.4M · 455 accts · $507K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,787
Investment management$29,492
Trustee / custodial$167
Total administrative$68,446
The Jagemann Stamping Co. 401(k) match · 2024
Employer contribution per active participant$5,221
Median for plans this size$2,416
2024$5,221 per active participant
2023$4,704 per active participant
2022$1,936 per active participant

Jagemann Stamping Co.'s 2024 employer contribution ran above the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$38,787
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$29,492

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,446 · 0.29%
2023$66,783 · 0.30%
2022$68,000 · 0.28%
Same employer
Similar plansManufacturing · Wisconsin
Corporate Group, Inc. WI$24.9M · 0.26%
Great Lakes Veneer, Inc. WI$24.8M · 0.31%
Poclain Hydraulics, Inc. WI$24.6M · 0.36%
Ldi Industries, Inc. WI$24.3M · 0.22%
Port City Bakery, Inc. WI$24.2M · 0.05%
Sani-Matic, Inc. WI$23.9M · 0.32%
Iris USA, Inc. WI$23.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390756985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.