Plan Ledger DOL Form 5500 · updated monthly

Wilo USA LLC401(k)

WILO USA LLC RETIREMENT PLAN · CEDARBURG, WI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Wilo USA LLC reported $122,159 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,921 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 0.56% to 0.44%. 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 the 617th-largest of 1,936 plans among Wisconsin employers on file, and the 4,386th of 13,661 in manufacturing. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 377 to 451 since 2022.

Plan summary
Net assets, end of year$30,925,546
Participants with balances487
Active participants451
Employer contributions$1,317,312
Employee contributions$3,093,939
Employer contribution per active participant$2,921
Average account balance$63,502
Benefits paid to participants$1,279,116
Plan auditUnmodified (clean) audit opinion
AuditorREILLY,PENNER & BENTON,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.9M · 487 accts · $1.3M emplr
2023$24.3M · 476 accts · $1.1M emplr
2022$18.5M · 407 accts · $864K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,138
Investment management$77,921
Audit (IQPA)$8,100
Total administrative$122,159
The Wilo USA LLC 401(k) match · 2024
Employer contribution per active participant$2,921
Median for plans this size$2,416
2024$2,921 per active participant
2023$2,526 per active participant
2022$2,293 per active participant

Wilo USA LLC's 2024 employer contribution ran above 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 · 20244
PRIVATE ADVISOR GROUP LLC · Investment advisory (plan)$76,047
REILLY, PENNER & BENTON LLP · Accounting / audit$8,100
EMPOWER ADVISORY GROUP, LLC · Investment management$1,874

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$122,159 · 0.44%
2023$113,942 · 0.53%
2022$107,007 · 0.56%
Similar plansManufacturing · Wisconsin
Coating Place, Inc. WI$31.6M · 0.17%
Mullins Cheese, Inc. WI$31.4M · 0.35%
Wixon Industries, Inc. WI$30.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201923480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.