Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Glaziers & Glassworkers Money Purchase FundMoney purchase plan

WISCONSIN GLAZIERS & GLASSWORKERS MONEY PURCHASE FUND · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Wisconsin Glaziers & Glassworkers Money Purchase Fund reported $189,357 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $13,752 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 0.28% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 254th-largest of 1,936 plans among Wisconsin employers on file, and the 2,082nd of 13,661 in manufacturing. active participation has grown from 422 to 503 since 2022.

Plan summary
Net assets, end of year$88,390,920
Participants with balances568
Active participants503
Employer contributions$6,917,276
Employee contributions—
Employer contribution per active participant$13,752
Average account balance$155,618
Benefits paid to participants$9,436,936
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.4M · 568 accts · $6.9M emplr
2023$81.0M · 476 accts · $6.0M emplr
2022$67.2M · 487 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,769
Investment management$79,258
Audit (IQPA)$12,400
Trustee / custodial$5,805
Total administrative$189,357
Employer contributions to the Wisconsin Glaziers & Glassworkers Money Purchase Fund plan · 2024
Employer contribution per active participant$13,752
Median for plans this size$3,635
2024$13,752 per active participant
2023$14,254 per active participant
2022$12,403 per active participant

Wisconsin Glaziers & Glassworkers Money Purchase Fund's 2024 employer contribution ran above the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$31,244
FIDUCIENT ADVISORS · Investment advisory (plan)$48,014
BENEFIT PLAN ADMINISTRATION OF WI · Plan administrator · Other services$36,769
THE PREVIANT LAW FIRM S.C. · Legal$17,273
SIKICH LLP · Accounting / audit$12,400

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$189,357 · 0.22%
2023$201,235 · 0.27%
2022$188,809 · 0.28%
Similar plansManufacturing · Wisconsin
Aws/Gb Corporation WI$90.5M · 0.28%
Jockey International, Inc. WI$89.4M · 0.25%
Weather Shield Mfg., Inc. WI$89.0M · 0.21%
Clack Corporation WI$85.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391341148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.