Plan Ledger DOL Form 5500 · updated monthly

Weldall Mfg., Inc.401(k)

WELDALL MFG., INC. PROFIT SHARING 401(K) SAVINGS PLAN · WAUKESHA, WI · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Weldall Mfg., Inc. reported $34,878 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,635 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 0.51% to 0.23%. 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 (997th of 1,936), and the 6,724th of 13,661 in manufacturing. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has grown from 222 to 269 since 2022.

Plan summary
Net assets, end of year$16,295,341
Participants with balances265
Active participants269
Employer contributions$439,866
Employee contributions$1,300,978
Employer contribution per active participant$1,635
Average account balance$61,492
Benefits paid to participants$1,758,516
Plan auditUnmodified (clean) audit opinion
AuditorSVA CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 265 accts · $440K emplr
2023$14.5M · 265 accts · $186K emplr
2022$12.0M · 293 accts · $79K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,296
Investment management$2,440
Total administrative$34,878
The Weldall Mfg., Inc. 401(k) match · 2024
Employer contribution per active participant$1,635
Median for plans this size$2,416
2024$1,635 per active participant
2023$866 per active participant
2022$358 per active participant

Weldall Mfg., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,296

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$34,878 · 0.23%
2023$63,545 · 0.48%
2022$66,755 · 0.51%
Same employer
Similar plansManufacturing · Wisconsin
E.K. Machine Company, Inc. WI$16.7M · 0.41%
Carma Laboratories, Inc. WI$16.4M · 0.46%
Latitude Corp. WI$16.2M · 0.39%
Power Test, Inc. WI$16.2M · 0.42%
Zenar Corporation WI$16.1M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391199680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.