Plan Ledger DOL Form 5500 · updated monthly

Stainless Foundry & Engineering, Inc.401(k)

STAINLESS FOUNDRY & ENGINEERING, INC. 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Stainless Foundry & Engineering, Inc. reported $44,308 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,065 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 has held roughly steady near 0.48%. 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 (1,304th of 1,936), and 9,027th of 13,661 in manufacturing. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,466,829
Participants with balances175
Active participants126
Employer contributions$134,218
Employee contributions$388,313
Employer contribution per active participant$1,065
Average account balance$54,096
Benefits paid to participants$1,051,210
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 175 accts · $134K emplr
2023$9.0M · 188 accts · $136K emplr
2022$9.0M · 173 accts · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,061
Investment management$22,247
Total administrative$44,308
The Stainless Foundry & Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$1,065
Median for plans this size$1,313
2024$1,065 per active participant
2023$1,012 per active participant
2022$875 per active participant

Stainless Foundry & Engineering, Inc.'s 2024 employer contribution ran below the $1,313 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
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$20,000
EMPOWER ADVISORY GROUP, LLC · Investment management$2,247

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$44,308 · 0.48%
2023$42,999 · 0.48%
2022$41,145 · 0.47%
Same employer
Similar plansManufacturing · Wisconsin
Romo, Inc. WI$9.6M · 0.35%
Viskoteepak WI$9.6M · 0.39%
Metallics, Inc. WI$9.5M · 0.48%
Yunker Industries, Inc. WI$9.4M · 0.60%
Furlani Foods LLC WI$9.4M · 0.07%
Microprecision, LLC WI$9.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390866653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.