Plan Ledger DOL Form 5500 · updated monthly

Nolato Gw, Inc.401(k)

NOLATO GW EMPLOYEE RETIREMENT SAVINGS PLAN · BETHEL, VT · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Nolato Gw, Inc. reported $62,885 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $4,015 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 fell from 0.16% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 37th-largest of 230 plans among Vermont employers on file, and the 3,353rd of 13,661 in manufacturing. In 2023, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,853,487
Participants with balances560
Active participants462
Employer contributions$1,854,738
Employee contributions$1,938,511
Employer contribution per active participant$4,015
Average account balance$81,881
Benefits paid to participants$9,116,841
Plan auditUnmodified (clean) audit opinion
AuditorGALLAGHER FLYNN
Plan history3
Yearassets · accounts · employer contribution
2024$45.7M · 655 accts · $1.7M emplr
2023$45.9M · 560 accts · $1.9M emplr
2022$44.3M · 570 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$52,671
Investment management$10,214
Total administrative$62,885
The Nolato Gw, Inc. 401(k) match · 2023
Employer contribution per active participant$4,015
Median for plans this size$2,440
2024$3,598 per active participant
2023$4,015 per active participant
2022$3,489 per active participant

Nolato Gw, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,214

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$54,249 · 0.12%
2023$62,885 · 0.14%
2022$78,559 · 0.16%
Same employer
Similar plansManufacturing · Vermont
Mack Molding Company, Inc. VT$113.3M · 0.08%
G. S. Precision, Inc. VT$35.3M · 0.35%
Beta Technologies VT$32.6M · 0.48%
Hayward Tyler, Inc. VT$25.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030286604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.