Plan Ledger DOL Form 5500 · updated monthly

Kapco, Inc.401(k)

KAPCO, INC. 401(K) PROFIT SHARING PLAN · GRAFTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Kapco, Inc. reported $98,182 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,003 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 0.14% to 0.45%. 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 785th-largest of 1,936 plans among Wisconsin employers on file, and the 5,441st of 13,661 in manufacturing. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has shrunk from 689 to 584 since 2022.

Plan summary
Net assets, end of year$22,845,940
Participants with balances614
Active participants584
Employer contributions$585,622
Employee contributions$1,959,924
Employer contribution per active participant$1,003
Average account balance$37,208
Benefits paid to participants$2,913,832
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 614 accts · $586K emplr
2023$20.4M · 650 accts · $790K emplr
2022$16.5M · 579 accts · $162K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,095
Investment management$35,263
Trustee / custodial$5,004
Total administrative$98,182
The Kapco, Inc. 401(k) match · 2024
Employer contribution per active participant$1,003
Median for plans this size$2,416
2024$1,003 per active participant
2023$1,191 per active participant
2022$235 per active participant

Kapco, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SENTINEL BENEFITS GROUP, INC. · Recordkeeping$48,095
SENTINEL PENSION ADVISORS · Investment advisory (participants) · Investment advisory (plan)$35,263
T & C SERVICES · Other services$7,490
FIDELITY TRUST COMPANY · Custodial (securities) · Trustee (directed)$7,334

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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Administrative cost history3
2024$98,182 · 0.45%
2023$80,966 · 0.44%
2022$21,394 · 0.14%
Same employer
Similar plansManufacturing · Wisconsin
Pacur LLC WI$23.1M · 0.46%
Therma-Stor LLC WI$22.9M · 0.34%
Rytec Corporation WI$22.5M · 0.43%
Didion Milling, Inc WI$22.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391176457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.