Plan Ledger DOL Form 5500 · updated monthly

Prolec-Ge Waukesha, Inc.401(k)

PROLEC-GE WAUKESHA, INC. RETIREMENT SAVINGS PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Prolec-Ge Waukesha, Inc. reported $91,685 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,187 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 0.60% to 0.23%. 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 429th-largest of 1,936 plans among Wisconsin employers on file, and the 3,232nd of 13,661 in manufacturing. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 1,160 to 1,349 since 2022.

Plan summary
Net assets, end of year$48,385,151
Participants with balances1,265
Active participants1,349
Employer contributions$4,299,473
Employee contributions$8,469,705
Employer contribution per active participant$3,187
Average account balance$38,249
Benefits paid to participants$4,571,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.4M · 1,265 accts · $4.3M emplr
2023$33.0M · 1,080 accts · $3.7M emplr
2022$18.5M · 1,051 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,292
Investment management$14,393
Total administrative$91,685
The Prolec-Ge Waukesha, Inc. 401(k) match · 2024
Employer contribution per active participant$3,187
Median for plans this size$2,416
2024$3,187 per active participant
2023$2,972 per active participant
2022$2,702 per active participant

Prolec-Ge Waukesha, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$77,292
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,393

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$91,685 · 0.23%
2023$87,147 · 0.34%
2022$79,021 · 0.60%
Same employer
Similar plansManufacturing · Wisconsin
United Stars, Inc. WI$49.3M · 0.03%
Gilson, Inc. WI$49.0M · 0.06%
J.W. Speaker Corporation WI$48.7M · 0.16%
Arandell Corporation WI$48.4M · 0.28%
Country Visions Cooperative WI$48.0M · 0.41%
Wolter, Inc. WI$48.0M · 0.29%
Alto-Shaam, Inc. WI$47.9M · 0.27%
Lavelle Industries, Inc. WI$47.2M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391139625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.