Plan Ledger DOL Form 5500 · updated monthly

Specialized Products, LTD401(k)

SPECIALIZED PRODUCTS, LTD 401(K) PLAN · CLINTONVILLE, WI · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Specialized Products, LTD reported $20 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,553 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 fell from 0.09% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,549th of 1,936), and 10,738th of 13,661 in manufacturing. In 2025, employees put in $1.41 for every $1.00 the employer contributed; active participation has shrunk from 105 to 94 since 2022.

Plan summary
Net assets, end of year$5,901,841
Participants with balances101
Active participants94
Employer contributions$145,970
Employee contributions$206,220
Employer contribution per active participant$1,553
Average account balance$58,434
Benefits paid to participants$1,015,314
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS-ASH CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$5.9M · 101 accts · $146K emplr
2024$5.5M · 103 accts · $139K emplr
2023$4.7M · 105 accts · $134K emplr
2022$4.1M · 110 accts · $135K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$20
Total administrative$20
The Specialized Products, LTD 401(k) match · 2025
Employer contribution per active participant$1,553
Median for plans this size$1,464
2025$1,553 per active participant
2024$1,419 per active participant
2023$1,380 per active participant
2022$1,287 per active participant

Specialized Products, LTD's 2025 employer contribution ran above the $1,464 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 · 20253
EDWARD JONES · Investment advisory (plan)$19,988
RETIREMENT PLAN PARTNERS, LLC · Contract administrator$1,900
CAPITAL GROUP RETIREMENT PLAN SERVI$495

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

Administrative cost history4
2025$20 · 0.00%
2024$18 · 0.00%
2023$1,503 · 0.03%
2022$3,937 · 0.09%
Similar plansManufacturing · Wisconsin
Dowco, Inc. WI$6.0M · 0.02%
Badger Alloys, Inc. WI$5.9M · 0.14%
Valley Sales Corporation WI$5.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391793295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.