Plan Ledger DOL Form 5500 · updated monthly

Sauer Holdings, Inc.401(k)

SAUER HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN · MCKEES ROCKS, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Sauer Holdings, Inc. reported $73,501 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,579 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 1 year on file its reported administrative ratio fell from 0.15% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 733rd-largest of 3,651 plans among Pennsylvania employers on file, and the 985th of 5,337 in construction. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 354 to 414 since 2022.

Plan summary
Net assets, end of year$54,437,610
Participants with balances512
Active participants414
Employer contributions$1,481,768
Employee contributions$3,458,215
Employer contribution per active participant$3,579
Average account balance$106,323
Benefits paid to participants$8,379,956
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.4M · 512 accts · $1.5M emplr
2023$50.0M · 475 accts · $1.4M emplr
2022$45.6M · 439 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,667
Investment management$9,834
Total administrative$73,501
The Sauer Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,579
Median for plans this size$3,635
2024$3,579 per active participant
2023$3,553 per active participant
2022$3,344 per active participant

Sauer Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,834
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$73,501 · 0.14%
2023$71,818 · 0.15%
2022Not separately reported
Same employer
Similar plansConstruction · Pennsylvania
The Tri-M Group, LLC PA$72.8M · 0.27%
West Shore Home, LLC PA$62.2M · 0.78%
Mascaro Services, Inc. PA$50.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251847425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.