Plan Ledger DOL Form 5500 · updated monthly

Poclain Hydraulics, Inc.401(k)

POCLAIN HYDRAULICS, INC. SAVINGS & RETIREMENT PLAN · STURTEVANT, WI · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Poclain Hydraulics, Inc. reported $84,218 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,101 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 0.36%. 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 741st-largest of 1,936 plans among Wisconsin employers on file, and the 5,178th of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,632,100
Participants with balances349
Active participants244
Employer contributions$756,623
Employee contributions$1,327,076
Employer contribution per active participant$3,101
Average account balance$70,579
Benefits paid to participants$3,092,150
Plan auditUnmodified (clean) audit opinion
AuditorRITZ HOLMAN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$24.6M · 349 accts · $757K emplr
2023$22.6M · 423 accts · $746K emplr
2022$19.8M · 363 accts · $672K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,572
Investment management$39,646
Total administrative$84,218
The Poclain Hydraulics, Inc. 401(k) match · 2024
Employer contribution per active participant$3,101
Median for plans this size$2,416
2024$3,101 per active participant
2023$2,869 per active participant
2022$2,719 per active participant

Poclain Hydraulics, 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$39,646

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$84,218 · 0.36%
2023$67,324 · 0.32%
2022$79,291 · 0.37%
Same employer
Similar plansManufacturing · Wisconsin
Corporate Group, Inc. WI$24.9M · 0.26%
Great Lakes Veneer, Inc. WI$24.8M · 0.31%
Jagemann Stamping Co. WI$24.4M · 0.29%
Ldi Industries, Inc. WI$24.3M · 0.22%
Port City Bakery, Inc. WI$24.2M · 0.05%
Sani-Matic, Inc. WI$23.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541083846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.