Plan Ledger DOL Form 5500 · updated monthly

Ultra Tool & Manufacturing., Inc.401(k)

ULTRA TOOL & MANUFACTURING., INC. 401(K) SAVINGS PLAN · GERMANTOWN, WI · plan year 2022

Reported admin expense ratio · 2022
0.45%

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

Ultra Tool & Manufacturing., Inc. reported $32,729 in plan administrative expenses for 2022: 0.45% of average plan assets, below the peer median. Employer contributions averaged $727 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,518th of 1,936), and 10,502nd of 13,661 in manufacturing. In 2022, employees put in $4.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,355,750
Participants with balances98
Active participants102
Employer contributions$74,168
Employee contributions$316,866
Employer contribution per active participant$727
Average account balance$64,855
Benefits paid to participants$2,331,363
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS, SC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$32,729
Total administrative$32,729
The Ultra Tool & Manufacturing., Inc. 401(k) match · 2022
Employer contribution per active participant$727
Median for plans this size$1,114

Ultra Tool & Manufacturing., Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$32,729 · 0.45%
Similar plansManufacturing · Wisconsin
Seda North America Inc. WI$6.4M · 0.34%
Motis Brands, Inc. WI$6.4M · 0.79%
Ksp Group, Inc. WI$6.4M · 0.47%
Psco Kieffer, Inc. WI$6.3M · 0.54%
Ardisam, Inc. WI$6.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391125465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.