Plan Ledger DOL Form 5500 · updated monthly

Tweet-Garot Mechanical, Inc.401(k)

TWEET-GAROT MECHANICAL, INC. 401(K) PLAN · DEPERE, WI · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Tweet-Garot Mechanical, Inc. reported $32,552 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,509 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 0.28% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 933rd-largest of 1,936 plans among Wisconsin employers on file, and the 2,181st of 5,337 in construction. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 103 to 122 since 2022.

Plan summary
Net assets, end of year$17,973,393
Participants with balances146
Active participants122
Employer contributions$550,088
Employee contributions$1,092,057
Employer contribution per active participant$4,509
Average account balance$123,105
Benefits paid to participants$301,184
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 146 accts · $550K emplr
2023$14.0M · 145 accts · $321K emplr
2022$17.5M · 113 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,037
Investment management$30,515
Total administrative$32,552
The Tweet-Garot Mechanical, Inc. 401(k) match · 2024
Employer contribution per active participant$4,509
Median for plans this size$2,416
2024$4,509 per active participant
2023$2,650 per active participant
2022$2,686 per active participant

Tweet-Garot Mechanical, 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.

Service providers · 20241
ASSOCIATED TRUST COMPANY · Recordkeeping · Pension consulting$32,552

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY
2023ASSOCIATED TRUST COMPANY, Vanguard

This plan has changed recordkeepers within these filings. If you left Tweet-Garot Mechanical, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,552 · 0.20%
2023$40,785 · 0.26%
2022$54,204 · 0.28%
Same employer
Similar plansConstruction · Wisconsin
Glenn Rieder, LLC WI$19.6M · 0.46%
Cleary Building Corp. WI$19.3M · 0.68%
Kraemer Brothers, LLC WI$18.8M · 0.01%
Scott Construction, Inc. WI$17.8M · 0.14%
Poblocki Paving Corp. WI$17.7M · 0.02%
Omni Glass & Paint, LLC WI$16.1M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391194275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.