Plan Ledger DOL Form 5500 · updated monthly

Marine Travelift, Inc.401(k)

EXACTECH HOLDINGS, INC. 401(K) PLAN · STURGEON BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Marine Travelift, Inc. reported $53,216 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,627 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 0.25% to 0.28%. 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 865th-largest of 1,936 plans among Wisconsin employers on file, and the 5,963rd of 13,661 in manufacturing. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,823,560
Participants with balances182
Active participants153
Employer contributions$248,912
Employee contributions$804,319
Employer contribution per active participant$1,627
Average account balance$108,921
Benefits paid to participants$1,565,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 182 accts · $249K emplr
2023$17.7M · 189 accts · $249K emplr
2022$16.6M · 187 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,791
Investment management$2,111
Total administrative$53,216
The Marine Travelift, Inc. 401(k) match · 2024
Employer contribution per active participant$1,627
Median for plans this size$2,416
2024$1,627 per active participant
2023$1,549 per active participant
2022$1,399 per active participant

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

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$37,320
EMPOWER ADVISORY GROUP, LLC · Investment management$2,110

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$53,216 · 0.28%
2023$44,672 · 0.26%
2022$46,862 · 0.25%
Similar plansManufacturing · Wisconsin
Systems, LLC WI$20.1M · 0.06%
Stecker Machine Co., Inc. WI$19.7M · 0.34%
A to Z Machine Co., Inc. WI$19.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391224611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.