Plan Ledger DOL Form 5500 · updated monthly

Twin Disc, Incorporated401(k)

TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Twin Disc, Incorporated reported $23,522 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,655 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 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 294th-largest of 1,936 plans among Wisconsin employers on file, and the 2,342nd of 13,661 in manufacturing. In 2024, employees put in $2.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,759,678
Participants with balances386
Active participants253
Employer contributions$924,635
Employee contributions$2,484,718
Employer contribution per active participant$3,655
Average account balance$193,678
Benefits paid to participants$8,658,031
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$74.8M · 386 accts · $925K emplr
2023$71.0M · 402 accts · $862K emplr
2022$60.8M · 407 accts · $816K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,800
Investment management$6,575
Total administrative$23,522
The Twin Disc, Incorporated 401(k) match · 2024
Employer contribution per active participant$3,655
Median for plans this size$3,635
2024$3,655 per active participant
2023$3,203 per active participant
2022$3,128 per active participant

Twin Disc, Incorporated's 2024 employer contribution ran above the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$3,800
MARQUETTE ASSOCIATES · Consulting · Investment advisory (plan)$19,725

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$23,522 · 0.03%
2023$31,199 · 0.05%
2022$29,570 · 0.04%
Same employer
Similar plansManufacturing · Wisconsin
Sensia LLC WI$77.8M
Appvion, LLC WI$76.3M · 0.10%
Little Rapids Corporation WI$76.2M · 0.26%
Link Snacks, Inc. WI$75.4M · 0.34%
Wp Beverages, LLC WI$74.2M · 0.18%
Tidi Products, LLC WI$73.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390667110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.