Plan Ledger DOL Form 5500 · updated monthly

Total Water Treatment Systems, Inc.ESOP

TOTAL WATER TREATMENT SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Total Water Treatment Systems, Inc. reported $40 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,575 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 1 year on file its reported administrative ratio rose from 0.000% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Wisconsin (972nd of 1,936), and 276th of 412 in utilities. active participation has grown from 104 to 145 since 2022.

Plan summary
Net assets, end of year$16,832,634
Participants with balances145
Active participants145
Employer contributions$1,678,325
Employee contributions—
Employer contribution per active participant$11,575
Average account balance$116,087
Benefits paid to participants$574,459
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 145 accts · $1.7M emplr
2023$14.5M · 146 accts · $1.4M emplr
2022$12.7M · 116 accts · $1.4M emplr
Employer contributions to the Total Water Treatment Systems, Inc. plan · 2024
Employer contribution per active participant$11,575
Median for plans this size$2,416
2024$11,575 per active participant
2023$10,427 per active participant
2022$13,311 per active participant

Total Water Treatment Systems, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$40 · 0.00%
2023$26 · 0.00%
2022Not separately reported
All plans at this employer2
TOTAL WATER TREATMENT SYSTEMS, INC. 401(K) PLAN401(k)
TOTAL WATER TREATMENT SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansUtilities · Wisconsin
Ecm Industries, LLC WI$48.0M · 0.25%
MP2 Energy LLC TX$18.8M · 0.22%
Reliant Holdings, LTD. TX$18.0M · 0.48%
Total Mechanical, Inc. WI$17.5M · 0.38%
City Light & Power, Inc. CO$16.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391767752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.