Plan Ledger DOL Form 5500 · updated monthly

Tri City Glass and Door, Inc.401(k)

TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Tri City Glass and Door, Inc. reported $33,670 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $453 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 0.65% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,379th of 1,936), and 2,943rd of 5,215 in retail trade. In 2024, employees put in $8.55 for every $1.00 the employer contributed; active participation has grown from 136 to 158 since 2022.

Plan summary
Net assets, end of year$8,452,069
Participants with balances161
Active participants158
Employer contributions$71,542
Employee contributions$612,018
Employer contribution per active participant$453
Average account balance$52,497
Benefits paid to participants$1,130,597
Plan auditUnmodified (clean) audit opinion
AuditorCLITONLARSONALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 161 accts · $72K emplr
2023$7.8M · 164 accts · $23K emplr
2022$7.4M · 169 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,670
Total administrative$33,670
The Tri City Glass and Door, Inc. 401(k) match · 2024
Employer contribution per active participant$453
Median for plans this size$1,313
2024$453 per active participant
2023$164 per active participant
2022$605 per active participant

Tri City Glass and Door, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
PRINCIPAL LIFE INSURANCE CO · Contract administrator · Loan processing$32,089
RBC CAPITAL MARKETS LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

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$33,670 · 0.41%
2023$9,341 · 0.12%
2022$48,949 · 0.65%
All plans at this employer2
TRI CITY GLASS & DOOR, INC. 401(K) PROFIT SHARING PLAN401(k)
TRI CITY GLASS & DOOR, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Wisconsin
O&H Danish Bakery Inc WI$9.1M · 0.49%
Brickner Motors, Inc. WI$8.7M · 0.32%
Service Motor Company WI$8.3M · 0.34%
Don Miller Inc. WI$8.0M · 0.19%
Toys for Trucks, Inc. WI$7.8M · 0.92%
Unbolt, Inc. WI$7.8M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391137605 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.