Plan Ledger DOL Form 5500 · updated monthly

Melitta North America, Inc.401(k)

MELITTA 401(K) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Melitta North America, Inc. reported $32,837 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,789 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 0.12% to 0.13%. 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 907th-largest of 3,644 plans among Florida employers on file, and the 4,939th of 13,661 in manufacturing. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,352,088
Participants with balances302
Active participants252
Employer contributions$702,708
Employee contributions$1,221,873
Employer contribution per active participant$2,789
Average account balance$87,259
Benefits paid to participants$2,945,622
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$26.4M · 302 accts · $703K emplr
2022$20.6M · 269 accts · $634K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,402
Investment management$4,435
Total administrative$32,837
The Melitta North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,789
Median for plans this size$2,416
2024$2,789 per active participant
2022$2,883 per active participant

Melitta North America, Inc.'s 2024 employer contribution ran above 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
WARREN AVERETT, LLC$23,000
EMPOWER ADVISORY GROUP, LLC · Investment management$4,435

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

Administrative cost history2
2024$32,837 · 0.13%
2022$27,066 · 0.12%
All plans at this employer2
MELITTA 401(K) PLAN401(k)
MELITTA 401(K) PLAN401(k)
Similar plansManufacturing · Florida
Capstone Management, LLC FL$27.3M · 0.04%
Microlumen, Inc. FL$27.2M · 0.17%
Burdette Beckmann, Inc. FL$25.3M · 0.39%
Treace Medical Concepts Inc FL$25.1M · 0.68%
Raje Technology Group, LLC FL$25.0M · 0.10%
Online Labels Group, LLC FL$25.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221732130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.