Plan Ledger DOL Form 5500 · updated monthly

Machine Service, Inc.401(k)

MACHINE SERVICE, INC. PROFIT SHARING PLAN · GREEN BAY, WI · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

Machine Service, Inc. reported $75,986 in plan administrative expenses for 2025: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,426 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 rose from 0.17% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 689th-largest of 1,936 plans among Wisconsin employers on file, and the 1,480th of 4,246 in wholesale trade. In 2025, employees put in $6.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,007,081
Participants with balances169
Active participants166
Employer contributions$236,671
Employee contributions$1,478,380
Employer contribution per active participant$1,426
Average account balance$159,805
Benefits paid to participants$4,210,818
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$27.0M · 169 accts · $237K emplr
2024$26.1M · 149 accts · $95K emplr
2023$23.5M · 153 accts · $124K emplr
2022$21.5M · 152 accts · $95K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$75,986
Total administrative$75,986
The Machine Service, Inc. 401(k) match · 2025
Employer contribution per active participant$1,426
Median for plans this size$2,666
2025$1,426 per active participant
2024$587 per active participant
2023$811 per active participant
2022$615 per active participant

Machine Service, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$75,985
PRINCIPAL SECURITIES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$75,986 · 0.29%
2024$69,405 · 0.28%
2023$62,125 · 0.28%
2022$39,855 · 0.17%
Same employer
Similar plansWholesale Trade · Wisconsin
Certco, Inc. WI$29.3M · 0.19%
Gs Global Resources, Inc. WI$28.2M · 0.17%
R.J. Schinner Co., Inc. WI$27.4M · 0.61%
Riesterer & Schnell, Inc. WI$26.8M · 0.56%
Uniek, Inc. WI$26.8M · 0.16%
Holiday Wholesale, Inc. WI$25.7M · 0.43%
All States AG Parts, LLC WI$25.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391125372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.