Plan Ledger DOL Form 5500 · updated monthly

Tj Hale Company, LLC401(k)

TJ HALE COMPANY 401(K) SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Tj Hale Company, LLC reported $44,130 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,419 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 fell from 0.50% to 0.39%. 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 (1,192nd of 1,936), and 8,112th of 13,661 in manufacturing. In 2024, employees put in $4.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,735,113
Participants with balances106
Active participants90
Employer contributions$127,708
Employee contributions$537,497
Employer contribution per active participant$1,419
Average account balance$110,709
Benefits paid to participants$935,217
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 106 accts · $128K emplr
2023$10.7M · 105 accts · $137K emplr
2022$9.6M · 102 accts · $113K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,130
Total administrative$44,130
The Tj Hale Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,419
Median for plans this size$2,416
2024$1,419 per active participant
2023$1,562 per active participant
2022$1,331 per active participant

Tj Hale Company, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$44,130

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$44,130 · 0.39%
2023$44,485 · 0.44%
2022$55,281 · 0.50%
Similar plansManufacturing · Wisconsin
Salm Partners, LLC WI$12.0M · 0.84%
Schmitz Ready Mix, Inc. WI$12.0M · 0.50%
Household Utilities Inc WI$11.7M · 0.57%
Fytertech Nonwovens, LLC WI$11.6M · 0.82%
Denali Staffing, LLC WI$11.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463954205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.