Plan Ledger DOL Form 5500 · updated monthly

Winsert LLC401(k)

WINSERT 401(K) PLAN · MARINETTE, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Winsert LLC reported $18,475 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,743 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 0.09% to 0.10%. 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 874th-largest of 1,936 plans among Wisconsin employers on file, and the 6,037th of 13,661 in manufacturing. In 2024, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,465,954
Participants with balances216
Active participants158
Employer contributions$275,405
Employee contributions$829,201
Employer contribution per active participant$1,743
Average account balance$90,120
Benefits paid to participants$1,612,536
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 216 accts · $275K emplr
2023$17.8M · 218 accts · $320K emplr
2022$14.9M · 205 accts · $298K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,475
Total administrative$18,475
The Winsert LLC 401(k) match · 2024
Employer contribution per active participant$1,743
Median for plans this size$2,416
2024$1,743 per active participant
2023$1,828 per active participant
2022$1,744 per active participant

Winsert LLC's 2024 employer contribution ran below 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 · 20242
MAP RETIREMENT USA LLC · Contract administrator$13,875
STEPHENSON NATIONAL BANK & TRUSTindirect comp

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$18,475 · 0.10%
2023$14,105 · 0.09%
2022$13,920 · 0.09%
Same employer
Similar plansManufacturing · Wisconsin
Stecker Machine Co., Inc. WI$19.7M · 0.34%
A to Z Machine Co., Inc. WI$19.5M · 0.30%
Stella & Chewys LLC WI$19.4M · 0.88%
Dedicated Computing LLC WI$19.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391281143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.