Plan Ledger DOL Form 5500 · updated monthly

Spuncast Inc.ESOP

SPUNCAST, INC. EMPLOYEE STOCK OWNERSHIP PLAN · WATERTOWN, WI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Spuncast Inc. reported $251 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,934 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 0.001% to 0.003%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,261st of 1,936), and 8,661st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$10,273,951
Participants with balances166
Active participants83
Employer contributions$824,523
Employee contributions—
Employer contribution per active participant$9,934
Average account balance$61,891
Benefits paid to participants$611,386
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 166 accts · $825K emplr
2023$9.4M · 179 accts · $836K emplr
2022$7.2M · 3 accts · $839K emplr
Administrative expenses, itemized · 2024
Investment management$251
Total administrative$251
Employer contributions to the Spuncast Inc. plan · 2024
Employer contribution per active participant$9,934
Median for plans this size$1,313
2024$9,934 per active participant
2023$8,113 per active participant
2022$9,755 per active participant

Spuncast Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$251 · 0.00%
2023$107 · 0.00%
2022$65 · 0.00%
All plans at this employer2
SPUNCAST INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)
SPUNCAST, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Wisconsin
Drylock Technologies, LTD WI$10.4M · 0.46%
Gamber-Johnson, LLC WI$10.3M · 0.45%
Schuette, Inc. WI$10.3M · 0.40%
Ellicott Dredges, LLC WI$10.2M · 0.67%
Hader Industries, Inc WI$10.2M · 0.01%
Nog, Inc. WI$10.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391246768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.