Plan Ledger DOL Form 5500 · updated monthly

Onetouchpoint Holdings, LLC401(k)

ONETOUCHPOINT RETIREMENT SAVINGS PLAN · HARTLAND, WI · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Onetouchpoint Holdings, LLC reported $118,646 in plan administrative expenses for 2023: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.477%. 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 688th-largest of 1,936 plans among Wisconsin employers on file, and the 4,853rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$27,106,916
Participants with balances619
Active participants480
Employer contributions$0
Employee contributions$1,472,807
Employer contribution per active participant$0
Average account balance$43,791
Benefits paid to participants$2,444,096
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 586 accts
2023$27.1M · 619 accts
2022$24.3M · 653 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,198
Investment management$83,448
Total administrative$118,646
The Onetouchpoint Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Onetouchpoint Holdings, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MMA SECURITIES LLC · Investment advisory (plan)$45,204
EMPOWER ADVISORY GROUP, LLC · Investment management$38,244

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$127,193 · 0.48%
2023$118,646 · 0.46%
2022$129,144 · 0.48%
Similar plansManufacturing · Wisconsin
Harken, Inc. WI$27.4M · 0.34%
Lake Shore Systems, Inc. WI$27.1M · 0.24%
Exacto Spring Corp. WI$27.1M · 0.60%
Exponential Power, Inc. WI$27.0M · 0.52%
Regal Ware, Inc. WI$26.7M · 0.23%
Teel Plastics, Inc. WI$26.6M · 0.42%
Shine Technologies, LLC WI$26.5M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320369438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.