Plan Ledger DOL Form 5500 · updated monthly

Smalley Steel Ring Co401(k)

SMALLEY USA 401K RETIREMENT SAVINGS PLAN · LAKE ZURICH, IL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Smalley Steel Ring Co reported $94,933 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,684 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 0.17% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 572nd-largest of 3,702 plans among Illinois employers on file, and the 1,913th of 13,661 in manufacturing. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,103,461
Participants with balances762
Active participants551
Employer contributions$2,029,693
Employee contributions$3,383,909
Employer contribution per active participant$3,684
Average account balance$131,369
Benefits paid to participants$16,096,085
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$100.1M · 762 accts · $2.0M emplr
2023$98.9M · 782 accts · $583K emplr
2022$79.4M · 718 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,842
Investment management$69,091
Total administrative$94,933
The Smalley Steel Ring Co 401(k) match · 2024
Employer contribution per active participant$3,684
Median for plans this size$3,635
2024$3,684 per active participant
2023$1,045 per active participant
2022$3,477 per active participant

Smalley Steel Ring Co's 2024 employer contribution ran above 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$25,842
RBC CAPITAL MARKETS LLC · Consulting$69,091
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$94,933 · 0.10%
2023$87,366 · 0.10%
2022$127,769 · 0.17%
Same employer
Similar plansManufacturing · Illinois
Nufarm Americas Inc. IL$105.3M · 0.02%
Provisur Technologies, Inc. IL$102.8M · 0.01%
Hcc, Inc. IL$99.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 362517995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.