Plan Ledger DOL Form 5500 · updated monthly

Window Solutions, Inc.401(k)

WINDOW SOLUTIONS 401(K) PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
1.37%

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

Window Solutions, Inc. reported $125,064 in plan administrative expenses for 2024: 1.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,393 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 1.59% to 1.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,300th of 1,936), and 3,160th of 5,337 in construction. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 221 to 279 since 2022.

Plan summary
Net assets, end of year$9,525,289
Participants with balances504
Active participants279
Employer contributions$667,641
Employee contributions$963,776
Employer contribution per active participant$2,393
Average account balance$18,899
Benefits paid to participants$1,904,794
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $50K emplr
2024$9.5M · 504 accts · $668K emplr
2023$8.8M · 579 accts · $552K emplr
2022$6.5M · 539 accts · $578K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,656
Investment management$28,408
Audit (IQPA)$11,000
Total administrative$125,064
The Window Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$2,393
Median for plans this size$1,313
2024$2,393 per active participant
2023$2,245 per active participant
2022$2,614 per active participant

Window Solutions, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
AMERICAN TRUST COMPANY · Recordkeeping · Custodial (securities)$48,700
MAP RETIREMENT USA LLC · Recordkeeping$39,437
CLIFTONLARSONALLEN WEALTH ADVISORS · Investment advisory (participants) · Investment advisory (plan)$28,408
VRAKAS S.C. · Accounting / audit$11,000

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

Recordkeeper by year3
2025AMERICAN TRUST COMPANY, MAP RETIREMENT USA LLC
2024AMERICAN TRUST COMPANY, MAP RETIREMENT USA LLC
2023AMERICAN TRUST COMPANY, MAP RETIREMENT USA LLC

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Administrative cost history4
2025Not separately reported
2024$125,064 · 1.37%
2023$63,302 · 0.83%
2022$107,769 · 1.59%
Same employer
Similar plansConstruction · Wisconsin
River Holding Company WI$10.2M · 0.25%
Jack Walters & Sons Corp. WI$9.7M · 0.37%
Waunakee Remodeling, Inc. WI$7.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822551854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.