Plan Ledger DOL Form 5500 · updated monthly

Talbert Manufacturing, Inc.401(k)

TALBERT MANUFACTURING, INC. BARGAINING UNIT EMPLOYEES' 401(K) PLAN · RENSSELAER, IN · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Talbert Manufacturing, Inc. reported $27,648 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $785 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 0.77%. 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 Indiana (1,265th of 1,562), and 11,850th of 13,661 in manufacturing. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,792,195
Participants with balances139
Active participants136
Employer contributions$106,823
Employee contributions$236,787
Employer contribution per active participant$785
Average account balance$27,282
Benefits paid to participants$279,302
Plan auditUnmodified (clean) audit opinion
AuditorGIRARDOT, STRAUCH & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 139 accts · $107K emplr
2023$3.4M · 148 accts · $101K emplr
2022$3.1M · 160 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,648
Total administrative$27,648
The Talbert Manufacturing, Inc. 401(k) match · 2024
Employer contribution per active participant$785
Median for plans this size$1,313
2024$785 per active participant
2023$740 per active participant
2022$793 per active participant

Talbert Manufacturing, 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$23,553
COMPENSATION SYSTEMS INC · Contract administrator · Other services$4,196
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$27,648 · 0.77%
2023$25,057 · 0.76%
2022$25,305 · 0.74%
Same employer
Similar plansManufacturing · Indiana
Seymour Midwest LLC IN$3.9M · 0.98%
Eti LLC IN$3.9M · 0.58%
Five Star Sheets LLC IN$3.9M · 0.25%
Saturn Petcare Inc IN$3.8M · 0.38%
Wayne Metals, LLC IN$3.6M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351006959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.