Plan Ledger DOL Form 5500 · updated monthly

Winegard Company401(k)

WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN · BURLINGTON, IA · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Winegard Company reported $30,716 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $619 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 0.10% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 316th-largest of 878 plans among Iowa employers on file, and the 4,707th of 13,661 in manufacturing. In 2023, employees put in $7.00 for every $1.00 the employer contributed; active participation has shrunk from 330 to 255 since 2022.

Plan summary
Net assets, end of year$28,188,563
Participants with balances271
Active participants255
Employer contributions$157,830
Employee contributions$1,104,038
Employer contribution per active participant$619
Average account balance$104,017
Benefits paid to participants$3,099,887
Plan auditUnmodified (clean) audit opinion
AuditorMENKE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 241 accts · $141K emplr
2023$28.2M · 271 accts · $158K emplr
2022$25.8M · 293 accts · $169K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,125
Investment management$13,591
Audit (IQPA)$15,000
Total administrative$30,716
The Winegard Company 401(k) match · 2023
Employer contribution per active participant$619
Median for plans this size$2,440
2024$686 per active participant
2023$619 per active participant
2022$513 per active participant

Winegard Company's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MENKE & COMPANY · Accounting / audit$15,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,591
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,175

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$23,549 · 0.09%
2023$30,716 · 0.11%
2022$28,876 · 0.10%
Same employer
Similar plansManufacturing · Iowa
Clysar, LLC IA$30.0M · 0.39%
Highway Equipment Company IA$29.5M · 0.44%
Dee Zee Incorporated IA$27.2M · 0.58%
Hirsh Industries Inc IA$27.0M · 0.36%
Owen Industries, Inc. IA$26.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420735567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.