Plan Ledger DOL Form 5500 · updated monthly

SA Automotive, LTD.401(k)

SA AUTOMOTIVE 401(K) & PROFIT SHARING PLAN · SHEBOYGAN, WI · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

SA Automotive, LTD. reported $61,155 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,201 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 0.94% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,427th of 1,936), and 9,741st of 13,661 in manufacturing. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has grown from 247 to 293 since 2022.

Plan summary
Net assets, end of year$7,849,185
Participants with balances262
Active participants293
Employer contributions$351,863
Employee contributions$893,203
Employer contribution per active participant$1,201
Average account balance$29,959
Benefits paid to participants$645,175
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS SC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 262 accts · $352K emplr
2023$6.2M · 254 accts · $354K emplr
2022$5.0M · 221 accts · $291K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,813
Investment management$17,342
Total administrative$61,155
The SA Automotive, LTD. 401(k) match · 2024
Employer contribution per active participant$1,201
Median for plans this size$1,313
2024$1,201 per active participant
2023$1,220 per active participant
2022$1,179 per active participant

SA Automotive, LTD.'s 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK LIFE INSURANCE · Recordkeeping$31,795
PPG RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$12,018
SECURITIES AMERICA ADVISORS · Investment advisory (participants)$17,342

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

Recordkeeper by year2
2024John Hancock, PPG RETIREMENT PLAN SERVICES
2023John Hancock

This plan has changed recordkeepers within these filings. If you left SA Automotive, LTD. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,155 · 0.87%
2023$54,683 · 0.97%
2022$49,073 · 0.94%
Similar plansManufacturing · Wisconsin
Mitotec Precision WI$7.9M · 0.47%
Green Bay Converting Inc WI$7.9M · 0.55%
McNally Industries, LLC WI$7.9M · 0.56%
Wb Manufacturing, LLC WI$7.8M · 0.40%
Nasonville Dairy, Inc. WI$7.8M · 0.07%
Kinex/R&M Holdco, LLC WI$7.7M · 0.21%
American Phoenix, Inc. WI$7.6M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205669569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.