Plan Ledger DOL Form 5500 · updated monthly

Moellering Holdings, Inc.401(k)

MOELLER PRECISION TOOL 401(K) PLAN · WIXOM, MI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Moellering Holdings, Inc. reported $1,605 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $304 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 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Michigan (1,530th of 2,619), and 8,669th of 13,661 in manufacturing. In 2024, employees put in $9.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,243,339
Participants with balances207
Active participants202
Employer contributions$61,465
Employee contributions$604,608
Employer contribution per active participant$304
Average account balance$49,485
Benefits paid to participants$522,576
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 207 accts · $61K emplr
2023$9.1M · 223 accts · $59K emplr
2022$8.4M · 211 accts · $61K emplr
Administrative expenses, itemized · 2024
Investment management$4,131
Total administrative$1,605
The Moellering Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$304
Median for plans this size$1,313
2024$304 per active participant
2023$282 per active participant
2022$298 per active participant

Moellering Holdings, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$1,605 · 0.02%
2023Not separately reported
2022$589 · 0.01%
Same employer
Similar plansManufacturing · Michigan
Plasan North America, Inc. MI$10.4M · 0.40%
Fm Sylvan, Inc. MI$10.4M · 0.72%
Welding Technology Corp MI$10.3M · 0.34%
Delfingen US, Inc. MI$10.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812897412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.