Plan Ledger DOL Form 5500 · updated monthly

Omega Enterprises, Inc. and Subsidiaries401(k)

OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN · KAUKAUNA, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Omega Enterprises, Inc. and Subsidiaries reported $118,513 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $9,586 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 0.29% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 439th-largest of 1,936 plans among Wisconsin employers on file, and the 1,102nd of 5,337 in construction. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,697,651
Participants with balances203
Active participants164
Employer contributions$1,572,048
Employee contributions$1,720,139
Employer contribution per active participant$9,586
Average account balance$230,038
Benefits paid to participants$2,338,155
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.7M · 203 accts · $1.6M emplr
2023$39.8M · 203 accts · $2.1M emplr
2022$33.9M · 194 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,545
Investment management$116,968
Total administrative$118,513
The Omega Enterprises, Inc. and Subsidiaries 401(k) match · 2024
Employer contribution per active participant$9,586
Median for plans this size$2,416
2024$9,586 per active participant
2023$12,709 per active participant
2022$13,216 per active participant

Omega Enterprises, Inc. and Subsidiaries's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$118,514

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$118,513 · 0.27%
2023$106,578 · 0.29%
2022$107,209 · 0.29%
Same employer
Similar plansConstruction · Wisconsin
Century Companies, Inc WI$52.4M · 0.07%
Century Fence Co. WI$47.2M · 0.17%
J.F. Brennan Company, Inc. WI$46.6M · 0.28%
Hooper Corporation WI$46.4M · 0.13%
McC, Inc. WI$40.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391285453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.