Plan Ledger DOL Form 5500 · updated monthly

U.S. Tsubaki Holdings, Inc.401(k)

U.S. TSUBAKI HOLDINGS, INC. RETIREMENT PLAN · WHEELING, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

U.S. Tsubaki Holdings, Inc. reported $185,063 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,305 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 0.16% to 0.15%. 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 465th-largest of 3,702 plans among Illinois employers on file, and the 1,578th of 13,661 in manufacturing. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$129,051,937
Participants with balances883
Active participants691
Employer contributions$3,666,086
Employee contributions$5,121,769
Employer contribution per active participant$5,305
Average account balance$146,152
Benefits paid to participants$12,261,784
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$129.1M · 883 accts · $3.7M emplr
2023$125.3M · 852 accts · $3.4M emplr
2022$104.3M · 855 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,795
Investment management$78,268
Audit (IQPA)$15,000
Total administrative$185,063
The U.S. Tsubaki Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$5,305
Median for plans this size$3,635
2024$5,305 per active participant
2023$4,976 per active participant
2022$4,535 per active participant

U.S. Tsubaki Holdings, Inc.'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 · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$111,442
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$58,621
WIPFLI, LLP · Accounting / audit$15,000

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$185,063 · 0.15%
2023$181,568 · 0.16%
2022$169,635 · 0.16%
All plans at this employer2
U.S. TSUBAKI HOLDINGS, INC. RETIREMENT PLAN401(k)
U.S. TSUBAKI HOLDINGS, INC. COLLECTIVELY BARGAINED AND HOURLY RETIREMENT PLAN401(k)
Same employer
Similar plansManufacturing · Illinois
Dometic Corporation IL$134.3M · 0.17%
Mondi U.S. Holdings LLC IL$133.9M · 0.13%
Ideal Industries, Inc. IL$133.5M · 0.12%
Nd Paper Inc. IL$131.7M · 0.10%
Upm-Kymmene, Inc. IL$128.6M · 0.02%
Carl Buddig and Company IL$123.5M · 0.12%
Etnyre International, LTD. IL$122.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362721807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.