Plan Ledger DOL Form 5500 · updated monthly

Poly Vinyl Company, Inc.401(k)

POLY VINYL CO. , INC. 401K AND PROFIT SHARING PLAN · SHEBOYGAN FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Poly Vinyl Company, Inc. reported $13,165 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,368 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 0.11% to 0.13%. 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 among the smaller plans on file in Wisconsin (1,214th of 1,936), and 8,249th of 13,661 in manufacturing. In 2024, employees put in $3.17 for every $1.00 the employer contributed; active participation has grown from 131 to 182 since 2022.

Plan summary
Net assets, end of year$11,301,251
Participants with balances201
Active participants182
Employer contributions$249,000
Employee contributions$790,207
Employer contribution per active participant$1,368
Average account balance$56,225
Benefits paid to participants$694,156
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 201 accts · $249K emplr
2023$9.4M · 189 accts · $214K emplr
2022$8.6M · 160 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,650
Investment management$8,115
Total administrative$13,165
The Poly Vinyl Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,368
Median for plans this size$2,416
2024$1,368 per active participant
2023$1,273 per active participant
2022$898 per active participant

Poly Vinyl Company, Inc.'s 2024 employer contribution ran below 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,115
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$5,050
KESTRA INVESTMENT SERVICES, LLCindirect 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$13,165 · 0.13%
2023$9,970 · 0.11%
2022$10,450 · 0.11%
Same employer
Similar plansManufacturing · Wisconsin
Denali Staffing, LLC WI$11.6M · 0.07%
Orion Energy Systems, Inc. WI$11.6M · 1.11%
Osi Environmental, Inc. WI$11.3M · 0.51%
Nps Holdings LLC WI$11.3M · 0.49%
Castle-Pierce Corporation WI$11.2M · 0.56%
H.G. Weber & Co., Inc. WI$11.1M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202015379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.