Plan Ledger DOL Form 5500 · updated monthly

Trace Die Cast, Inc.401(k)

TRACE DIE CAST, INC. 401(K) PROFIT SHARING RETIREMENT PLAN · BOWLING GREEN, KY · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Trace Die Cast, Inc. reported $63,329 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $989 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 0.71% to 0.49%. 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 388th-largest of 871 plans among Kentucky employers on file, and 7,385th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 272 to 369 since 2022.

Plan summary
Net assets, end of year$14,011,875
Participants with balances157
Active participants369
Employer contributions$364,902
Employee contributions$660,485
Employer contribution per active participant$989
Average account balance$89,248
Benefits paid to participants$619,762
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 157 accts · $365K emplr
2023$11.8M · 149 accts · $353K emplr
2022$9.5M · 151 accts · $349K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,145
Investment management$38,184
Total administrative$63,329
The Trace Die Cast, Inc. 401(k) match · 2024
Employer contribution per active participant$989
Median for plans this size$2,416
2024$989 per active participant
2023$1,019 per active participant
2022$1,283 per active participant

Trace Die Cast, 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 · 20242
CERITY PARTNERS RETIREMENT PLAN · Investment advisory (plan)$37,252

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

Administrative cost history3
2024$63,329 · 0.49%
2023$74,248 · 0.70%
2022$74,507 · 0.71%
Same employer
Similar plansManufacturing · Kentucky
Carbide Industries, LLC KY$14.9M · 0.46%
Aichi Forge USA, Inc. KY$14.8M · 0.99%
Lee Masonry Products, Inc. KY$14.6M · 0.01%
New Mather Metals, Inc. KY$14.0M · 0.54%
Dant Clayton Corporation KY$13.4M · 0.18%
Champion Petfoods USA Inc. KY$13.2M · 0.37%
Zeochem, LLC KY$12.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611136668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.