Plan Ledger DOL Form 5500 · updated monthly

Trace-A-Matic Corporation401(k)

TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Trace-A-Matic Corporation reported $99,563 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,707 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 0.32% to 0.30%. 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 the 572nd-largest of 1,936 plans among Wisconsin employers on file, and the 4,154th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,572,233
Participants with balances392
Active participants332
Employer contributions$898,645
Employee contributions$1,987,739
Employer contribution per active participant$2,707
Average account balance$85,643
Benefits paid to participants$4,823,234
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 392 accts · $899K emplr
2023$32.3M · 401 accts · $916K emplr
2022$28.5M · 403 accts · $871K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,563
Total administrative$99,563
The Trace-A-Matic Corporation 401(k) match · 2024
Employer contribution per active participant$2,707
Median for plans this size$2,416
2024$2,707 per active participant
2023$2,670 per active participant
2022$2,474 per active participant

Trace-A-Matic Corporation's 2024 employer contribution ran above 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 · 20242
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$98,859
HARBOUR INVESTMENTS INC · Investment advisory (participants) · Investment advisory (plan)$704

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$99,563 · 0.30%
2023$94,922 · 0.31%
2022$87,864 · 0.32%
Same employer
Similar plansManufacturing · Wisconsin
Klondike Cheese Co. WI$35.4M · 0.37%
Perlick Corporation WI$34.2M · 0.15%
Dixon Ticonderoga Company WI$33.7M · 0.34%
Milsco, LLC WI$33.2M · 0.18%
Putzmeister America, Inc. WI$33.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391103834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.