Plan Ledger DOL Form 5500 · updated monthly

Wittmann USA Inc..401(k)

WITTMANN USA INC. · TORRINGTON, CT · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Wittmann USA Inc.. reported $5,849 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,793 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 4 years on file its reported administrative ratio has held roughly steady near 0.028%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 513th-largest of 1,106 plans among Connecticut employers on file, and the 5,451st of 13,661 in manufacturing. In 2025, employees put in $3.34 for every $1.00 the employer contributed; active participation has shrunk from 179 to 146 since 2022.

Plan summary
Net assets, end of year$22,789,788
Participants with balances194
Active participants146
Employer contributions$261,751
Employee contributions$873,732
Employer contribution per active participant$1,793
Average account balance$117,473
Benefits paid to participants$806,463
Plan auditUnmodified (clean) audit opinion
AuditorSOLAKIAN & COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$22.8M · 194 accts · $262K emplr
2024$19.3M · 185 accts · $268K emplr
2023$16.5M · 170 accts · $419K emplr
2022$14.6M · 195 accts · $172K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,849
Total administrative$5,849
The Wittmann USA Inc.. 401(k) match · 2025
Employer contribution per active participant$1,793
Median for plans this size$2,666
2025$1,793 per active participant
2024$2,003 per active participant
2023$3,147 per active participant
2022$962 per active participant

Wittmann USA Inc..'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$5,790
PLANNED RETIREMENT CONSULTANTS & AD · Other servicesindirect comp
JANNEY MONTGOMERY SCOTT LLC · Other services · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$5,849 · 0.03%
2024$4,284 · 0.02%
2023$4,318 · 0.03%
2022$4,421 · 0.03%
Same employer
Similar plansManufacturing · Connecticut
Mb Aerospace Holdings Inc. CT$23.1M · 0.33%
Putnam Plastics Corporation CT$22.8M · 0.61%
Tower Laboratories LTD. CT$22.3M · 0.03%
Linemaster Switch Corp. CT$22.0M · 0.40%
Stewart Efi CT$21.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061284828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.