Plan Ledger DOL Form 5500 · updated monthly

United Alloy Inc401(k)

UNITED ALLOY, INC. 401(K) EMPLOYEE SAVINGS PLAN · JANESVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

United Alloy Inc reported $73,615 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,283 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 0.75% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,159th of 1,936), and 7,889th of 13,661 in manufacturing. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 420 to 593 since 2022.

Plan summary
Net assets, end of year$12,457,319
Participants with balances349
Active participants593
Employer contributions$761,079
Employee contributions$1,343,714
Employer contribution per active participant$1,283
Average account balance$35,694
Benefits paid to participants$957,045
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 349 accts · $761K emplr
2023$9.4M · 286 accts · $666K emplr
2022$7.2M · 263 accts · $493K emplr
The United Alloy Inc 401(k) match · 2024
Employer contribution per active participant$1,283
Median for plans this size$2,416
2024$1,283 per active participant
2023$1,432 per active participant
2022$1,173 per active participant

United Alloy Inc's 2024 employer contribution ran below the $2,416 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 · 20242
JOHNSON BANK · Trustee · Investment advisory (plan)$57,011
BAKER TILLY US, LLP · Accounting / audit$16,604

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$73,615 · 0.67%
2023$56,646 · 0.68%
2022$53,575 · 0.75%
Same employer
Similar plansManufacturing · Wisconsin
Heartland Farms, Inc. WI$12.9M · 0.47%
Bay View Industries, Inc. WI$12.8M · 0.45%
Chemdesign Products, Inc. WI$12.7M · 0.32%
Muth Mirror Systems LLC WI$12.2M · 0.31%
Salm Partners, LLC WI$12.0M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391974106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.