Plan Ledger DOL Form 5500 · updated monthly

Win-Holt Equipment Corporation401(k)

WIN-HOLT EQUIPMENT CORPORATION 401(K) SAVINGS PLAN · WOODBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Win-Holt Equipment Corporation reported $17,859 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $641 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 rose from 0.07% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (3,803rd of 5,648), and 9,349th of 13,661 in manufacturing. In 2024, employees put in $2.72 for every $1.00 the employer contributed; active participation has grown from 213 to 236 since 2022.

Plan summary
Net assets, end of year$8,710,610
Participants with balances124
Active participants236
Employer contributions$151,343
Employee contributions$412,136
Employer contribution per active participant$641
Average account balance$70,247
Benefits paid to participants$307,483
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI & CO., CPA'S PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 124 accts · $151K emplr
2023$7.3M · 130 accts · $144K emplr
2022$6.3M · 126 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,109
Investment management$13,750
Total administrative$17,859
The Win-Holt Equipment Corporation 401(k) match · 2024
Employer contribution per active participant$641
Median for plans this size$1,313
2024$641 per active participant
2023$709 per active participant
2022$701 per active participant

Win-Holt Equipment Corporation's 2024 employer contribution ran below the $1,313 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
STONE FIDUCIARY MANAGEMENT LLC · Investment advisory (plan)$13,750
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,109

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$17,859 · 0.22%
2023$10,498 · 0.15%
2022$4,747 · 0.07%
Similar plansManufacturing · New York
Framerica Corporation NY$8.9M · 0.46%
Anderson Precision Inc NY$8.9M · 0.03%
Optipro Systems, LLC NY$8.7M · 0.06%
Attenti US, Inc NY$8.5M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 111735819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.