Plan Ledger DOL Form 5500 · updated monthly

Loos Machine & Automation, LLC401(k)

LOOS MACHINE & AUTOMATION, LLC 401(K) PROFIT SHARING PLAN · COLBY, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Loos Machine & Automation, LLC reported $26,063 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $9,003 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.

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 943rd-largest of 1,936 plans among Wisconsin employers on file, and the 6,416th of 13,661 in manufacturing. In 2024, the employer put in $1.57 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$17,691,792
Participants with balances129
Active participants120
Employer contributions$1,080,323
Employee contributions$688,192
Employer contribution per active participant$9,003
Average account balance$137,146
Benefits paid to participants$560,711
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,323
Trustee / custodial$24,740
Total administrative$26,063
The Loos Machine & Automation, LLC 401(k) match · 2024
Employer contribution per active participant$9,003
Median for plans this size$2,416

Loos Machine & Automation, LLC'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 · 20241
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$26,063

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

Administrative cost history1
2024$26,063 · 0.16%
Same employer
Similar plansManufacturing · Wisconsin
Dsb Technologies, LLC WI$18.4M · 0.50%
Sterling Wisconsin, LLC WI$18.1M · 0.25%
Automation Components, Inc. WI$17.9M · 0.43%
Kretz Lumber Co., Inc. WI$17.8M · 0.00%
J & D Tube Benders, Inc. WI$17.6M · 0.40%
Penzeys, LTD WI$17.6M · 0.11%
Master Lock Company LLC WI$17.5M · 0.20%
Parker Plastics, Inc. WI$17.5M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391031349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.