Plan Ledger DOL Form 5500 · updated monthly

Window Technology, Inc.ESOP

WINDOW TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · MONETT, MO · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Window Technology, Inc. reported $2,360 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,948 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 0.010% to 0.009%. 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 494th-largest of 1,393 plans among Missouri employers on file, and the 4,892nd of 13,661 in manufacturing. active participation has grown from 105 to 130 since 2022.

Plan summary
Net assets, end of year$26,794,397
Participants with balances196
Active participants130
Employer contributions$1,553,184
Employee contributions—
Employer contribution per active participant$11,948
Average account balance$136,706
Benefits paid to participants$2,761,785
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 196 accts · $1.6M emplr
2023$25.6M · 181 accts · $910K emplr
2022$23.1M · 158 accts · $974K emplr
Employer contributions to the Window Technology, Inc. plan · 2024
Employer contribution per active participant$11,948
Median for plans this size$2,416
2024$11,948 per active participant
2023$7,337 per active participant
2022$9,275 per active participant

Window Technology, Inc.'s 2024 employer contribution ran above the $2,416 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.

Recordkeeper by year2
2024Definiti, John Hancock
2023ADVANCED PLAN DESIGNS, Definiti, John Hancock

This plan has changed recordkeepers within these filings. If you left Window Technology, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,360 · 0.01%
2023Not separately reported
2022$1,920 · 0.01%
All plans at this employer2
WINTECH 401(K) PLAN401(k)
WINDOW TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Missouri
Havco Wood Products LLC MO$29.0M · 0.37%
National Cart Co., LLC MO$28.6M · 0.38%
Weber, Inc. MO$28.3M · 0.06%
Supplylogic, LLC dba Slwm MO$26.3M · 0.38%
Burd & Fletcher Company MO$25.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431587414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.