Plan Ledger DOL Form 5500 · updated monthly

Springs Window Fashions, LLC401(k)

SPRINGS WINDOW FASHIONS 401(K) RETIREMENT PLAN · MIDDLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Springs Window Fashions, LLC reported $214,083 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,949 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 rose from 0.10% to 0.12%. 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 141st-largest of 1,936 plans among Wisconsin employers on file, and the 1,223rd of 13,661 in manufacturing. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$185,589,256
Participants with balances2,171
Active participants1,635
Employer contributions$4,821,765
Employee contributions$8,364,169
Employer contribution per active participant$2,949
Average account balance$85,486
Benefits paid to participants$25,334,743
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$185.6M · 2,171 accts · $4.8M emplr
2023$177.1M · 2,101 accts · $4.4M emplr
2022$160.8M · 2,018 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,783
Total administrative$214,083
The Springs Window Fashions, LLC 401(k) match · 2024
Employer contribution per active participant$2,949
Median for plans this size$3,635
2024$2,949 per active participant
2023$2,770 per active participant
2022$2,769 per active participant

Springs Window Fashions, LLC'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
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$213,783
QDRO CONSULTANTS$300

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$214,083 · 0.12%
2023$190,536 · 0.11%
2022$186,018 · 0.10%
Same employer
Similar plansManufacturing · Wisconsin
Marathon Cheese Corporation WI$205.5M · 0.20%
Jj Keller & Associates, Inc. WI$193.0M · 0.13%
Belmark, Inc. WI$184.2M · 0.25%
Rockline Industries, Inc. WI$178.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362998685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.