Plan Ledger DOL Form 5500 · updated monthly

Therm-Tech of Waukesha, Inc.401(k)

THERM-TECH OF WAUKESHA, INC. 401(K) SAVINGS PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Therm-Tech of Waukesha, Inc. reported $9,251 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,274 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 0.01% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,102nd of 1,936), and 7,417th of 13,661 in manufacturing. In 2024, employees put in $3.79 for every $1.00 the employer contributed; active participation has grown from 140 to 166 since 2022.

Plan summary
Net assets, end of year$13,911,528
Participants with balances175
Active participants166
Employer contributions$211,489
Employee contributions$801,397
Employer contribution per active participant$1,274
Average account balance$79,494
Benefits paid to participants$836,322
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS CPAS & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 175 accts · $211K emplr
2023$11.8M · 165 accts · $184K emplr
2022$9.3M · 140 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,251
Total administrative$9,251
The Therm-Tech of Waukesha, Inc. 401(k) match · 2024
Employer contribution per active participant$1,274
Median for plans this size$2,416
2024$1,274 per active participant
2023$1,122 per active participant
2022$1,088 per active participant

Therm-Tech of Waukesha, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20241
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$8,492

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$9,251 · 0.07%
2023$2,160 · 0.02%
2022$1,100 · 0.01%
Same employer
Similar plansManufacturing · Wisconsin
Goex Corporation WI$14.1M · 0.31%
D & S Manufacturing, Inc. WI$13.9M · 0.02%
Printron Engravers, Inc. WI$13.8M · 0.53%
Bci Burke Company, LLC WI$13.8M · 0.30%
New Glarus Brewing Company WI$13.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391413545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.