Plan Ledger DOL Form 5500 · updated monthly

The Vollrath Company, LLC401(k)

THE VOLLRATH COMPANY, LLC SAVINGS & PROFIT SHARING PLAN · SHEBOYGAN, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

The Vollrath Company, LLC reported $184,108 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $4,629 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 0.14% to 0.16%. 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 202nd-largest of 1,936 plans among Wisconsin employers on file, and the 1,659th of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$120,109,051
Participants with balances784
Active participants585
Employer contributions$2,707,827
Employee contributions$4,731,041
Employer contribution per active participant$4,629
Average account balance$153,200
Benefits paid to participants$16,741,146
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$120.1M · 784 accts · $2.7M emplr
2023$113.4M · 804 accts · $3.1M emplr
2022$99.4M · 793 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$160,408
Investment management$23,700
Total administrative$184,108
The The Vollrath Company, LLC 401(k) match · 2024
Employer contribution per active participant$4,629
Median for plans this size$3,635
2024$4,629 per active participant
2023$5,286 per active participant
2022$5,461 per active participant

The Vollrath Company, LLC's 2024 employer contribution ran above 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 · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$160,408
ALPHA INVESTMENT CONSULTING GROUP · Investment advisory (plan)$23,700
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$184,108 · 0.16%
2023$160,893 · 0.15%
2022$154,131 · 0.14%
All plans at this employer4
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THE VOLLRATH COMPANY, LLC KIEL PLANT EMPLOYEES PERSONAL TAX-SAVERS PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Husco International, Inc. WI$128.1M · 0.12%
Fiskars Brands, Inc. WI$122.2M · 0.17%
Schwabe North America WI$120.4M · 0.11%
Brakebush Brothers, Inc. WI$117.7M · 0.25%
Chr. Hansen, Inc. WI$115.0M · 0.21%
Lakeside Foods, Inc. WI$113.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391859733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.