Plan Ledger DOL Form 5500 · updated monthly

Weather Shield Mfg., Inc.401(k)

THE WEATHER SHIELD RETIREMENT PLAN · MEDFORD, WI · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Weather Shield Mfg., Inc. reported $181,861 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $793 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 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 253rd-largest of 1,936 plans among Wisconsin employers on file, and the 2,065th of 13,661 in manufacturing. In 2024, employees put in $6.87 for every $1.00 the employer contributed; active participation has shrunk from 881 to 761 since 2022.

Plan summary
Net assets, end of year$89,032,946
Participants with balances1,213
Active participants761
Employer contributions$603,246
Employee contributions$4,142,966
Employer contribution per active participant$793
Average account balance$73,399
Benefits paid to participants$13,880,746
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.0M · 1,213 accts · $603K emplr
2023$88.3M · 1,207 accts · $669K emplr
2022$79.2M · 1,293 accts · $710K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,159
Investment management$95,027
Audit (IQPA)$10,675
Total administrative$181,861
The Weather Shield Mfg., Inc. 401(k) match · 2024
Employer contribution per active participant$793
Median for plans this size$3,635
2024$793 per active participant
2023$832 per active participant
2022$806 per active participant

Weather Shield Mfg., Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
NEWPORT GROUP, INC. · Recordkeeping · Claims processing$76,159
FRANCIS INVESTMENT COUNSEL LLC · Investment advisory (plan)$95,027
HAWKINS ASH CPAS, LLP · Accounting / audit$10,675

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$181,861 · 0.21%
2023$165,619 · 0.20%
2022$210,582 · 0.24%
Same employer
Similar plansManufacturing · Wisconsin
Aws/Gb Corporation WI$90.5M · 0.28%
Jockey International, Inc. WI$89.4M · 0.25%
Clack Corporation WI$85.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390942408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.