Plan Ledger DOL Form 5500 · updated monthly

Tufco LP401(k)

TUFCO 401(K) PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Tufco LP reported $32,006 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $397 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 0.55% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,451st of 1,936), and 9,890th of 13,661 in manufacturing. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has grown from 176 to 289 since 2022.

Plan summary
Net assets, end of year$7,549,436
Participants with balances120
Active participants289
Employer contributions$114,723
Employee contributions$295,135
Employer contribution per active participant$397
Average account balance$62,912
Benefits paid to participants$1,001,221
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 120 accts · $115K emplr
2023$7.0M · 129 accts · $120K emplr
2022$6.3M · 185 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,006
Total administrative$32,006
The Tufco LP 401(k) match · 2024
Employer contribution per active participant$397
Median for plans this size$1,313
2024$397 per active participant
2023$484 per active participant
2022$753 per active participant

Tufco LP'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 · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$32,006

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$32,006 · 0.44%
2023$32,223 · 0.48%
2022$39,149 · 0.55%
Same employer
Similar plansManufacturing · Wisconsin
American Phoenix, Inc. WI$7.6M · 1.11%
Saris Cycling Group WI$7.6M · 0.54%
Engendren Corporation WI$7.5M · 0.89%
G3 Industries, Inc. WI$7.2M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752690363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.