Plan Ledger DOL Form 5500 · updated monthly

Urban Manufacturing Co., Inc.401(k)

URBAN MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN · PEWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

Urban Manufacturing Co., Inc. reported $66,939 in plan administrative expenses for 2023: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,351 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 0.48% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 959th-largest of 1,936 plans among Wisconsin employers on file, and the 6,517th of 13,661 in manufacturing. In 2023, employees put in $2.34 for every $1.00 the employer contributed; active participation has grown from 134 to 167 since 2022.

Plan summary
Net assets, end of year$17,244,444
Participants with balances148
Active participants167
Employer contributions$225,634
Employee contributions$527,197
Employer contribution per active participant$1,351
Average account balance$116,517
Benefits paid to participants$98,436
Plan auditDisclaimer of opinion
AuditorCOLEMAN & WILLIAMS, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 191 accts · $183K emplr
2023$17.2M · 148 accts · $226K emplr
2022$13.9M · 112 accts · $190K emplr
The Urban Manufacturing Co., Inc. 401(k) match · 2023
Employer contribution per active participant$1,351
Median for plans this size$2,440
2024$1,103 per active participant
2023$1,351 per active participant
2022$1,420 per active participant

Urban Manufacturing Co., Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$66,939

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$46,886 · 0.29%
2023$66,939 · 0.43%
2022$74,260 · 0.48%
Similar plansManufacturing · Wisconsin
Diversatek, Inc. WI$17.5M · 0.29%
Wisco Industries, Inc. WI$17.5M · 0.42%
Menzner Hardwoods Co. WI$17.3M · 0.07%
Kaysun Corporation WI$17.0M · 0.43%
Schumann Printers, Inc. WI$16.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391394171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.