Plan Ledger DOL Form 5500 · updated monthly

Waupaca Foundry, Inc.401(k)

WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN · WAUPACA, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Waupaca Foundry, Inc. reported $460,891 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $4,247 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 0.10% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 62nd-largest of 1,936 plans among Wisconsin employers on file, and the 498th of 13,661 in manufacturing. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$598,531,669
Participants with balances3,627
Active participants3,285
Employer contributions$13,950,527
Employee contributions$21,265,446
Employer contribution per active participant$4,247
Average account balance$165,021
Benefits paid to participants$65,805,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$598.5M · 3,627 accts · $14.0M emplr
2023$564.4M · 3,875 accts · $14.3M emplr
2022$505.5M · 4,085 accts · $14.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$395,280
Investment management$55,250
Total administrative$460,891
The Waupaca Foundry, Inc. 401(k) match · 2024
Employer contribution per active participant$4,247
Median for plans this size$4,294
2024$4,247 per active participant
2023$4,231 per active participant
2022$4,312 per active participant

Waupaca Foundry, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$373,498
ROBERT W BAIRD AND CO IN · Contract administrator$123,294
ALPHA INVESTMENT CONSULT · Contract administrator · Investment advisory (plan)$74,000
MICHAEL BEST & FRIEDRICH · Legal$10,361

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$460,891 · 0.08%
2023$488,471 · 0.09%
2022$560,256 · 0.10%
Same employer
Similar plansManufacturing · Wisconsin
Saputo Cheese USA Inc. WI$649.9M · 0.08%
Kerry Inc. WI$604.2M · 0.16%
Greenheck Fan Corporation WI$578.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390880924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.