Plan Ledger DOL Form 5500 · updated monthly

Walzcraft Industries, Inc401(k)

WALZCRAFT INDUSTRIES, INC. 401(K) RETIREMENT PLAN · LACROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Walzcraft Industries, Inc reported $82,826 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $455 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. 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 (980th of 1,936), and the 6,626th of 13,661 in manufacturing. In 2024, employees put in $9.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,734,730
Participants with balances225
Active participants207
Employer contributions$94,221
Employee contributions$900,043
Employer contribution per active participant$455
Average account balance$74,377
Benefits paid to participants$2,846,409
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 225 accts · $94K emplr
2023$16.7M · 216 accts · $96K emplr
2022$14.6M · 232 accts · $103K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,615
Investment management$45,211
Total administrative$82,826
The Walzcraft Industries, Inc 401(k) match · 2024
Employer contribution per active participant$455
Median for plans this size$2,416
2024$455 per active participant
2023$465 per active participant
2022$456 per active participant

Walzcraft Industries, 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
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan)$45,211
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$37,615

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$82,826 · 0.50%
2023$79,742 · 0.51%
2022$80,487 · 0.49%
Same employer
Similar plansManufacturing · Wisconsin
Kaysun Corporation WI$17.0M · 0.43%
Schumann Printers, Inc. WI$16.9M · 0.32%
Schwing Bioset, Inc. WI$16.8M · 0.43%
E.K. Machine Company, Inc. WI$16.7M · 0.41%
Carma Laboratories, Inc. WI$16.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391416593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.