Plan Ledger DOL Form 5500 · updated monthly

Sani-Matic, Inc.401(k)

SANI-MATIC, INC. RETIREMENT SAVINGS PLAN · SUN PRAIRIE, WI · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Sani-Matic, Inc. reported $71,483 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,166 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 rose from 0.31% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 757th-largest of 1,936 plans among Wisconsin employers on file, and the 5,285th of 13,661 in manufacturing. In 2025, employees put in $3.80 for every $1.00 the employer contributed; active participation has grown from 147 to 165 since 2022.

Plan summary
Net assets, end of year$23,887,948
Participants with balances178
Active participants165
Employer contributions$357,335
Employee contributions$1,357,518
Employer contribution per active participant$2,166
Average account balance$134,202
Benefits paid to participants$1,816,583
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$23.9M · 178 accts · $357K emplr
2024$20.4M · 170 accts · $219K emplr
2023$18.8M · 175 accts · $208K emplr
2022$15.1M · 170 accts · $194K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20,890
Investment management$50,193
Trustee / custodial$400
Total administrative$71,483
The Sani-Matic, Inc. 401(k) match · 2025
Employer contribution per active participant$2,166
Median for plans this size$2,666
2025$2,166 per active participant
2024$1,422 per active participant
2023$1,341 per active participant
2022$1,320 per active participant

Sani-Matic, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$20,890
SPECTRUM INVESTMENT ADVISORS INC. · Consulting · Insurance services$50,193

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$71,483 · 0.32%
2024$73,069 · 0.37%
2023$58,565 · 0.35%
2022$49,251 · 0.31%
Same employer
Similar plansManufacturing · Wisconsin
Poclain Hydraulics, Inc. WI$24.6M · 0.36%
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%
Iris USA, Inc. WI$23.8M · 0.33%
Saco Aei Polymers, Inc. WI$23.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 392044486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.