Plan Ledger DOL Form 5500 · updated monthly

Wixon Industries, Inc.401(k)

WIXON INDUSTRIES, INC. PROFIT SHARING PLAN AND TRUST · ST. FRANCIS, WI · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Wixon Industries, Inc. reported $11,084 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,350 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 1 year on file its reported administrative ratio fell from 0.044% to 0.036%. 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 622nd-largest of 1,936 plans among Wisconsin employers on file, and the 4,395th of 13,661 in manufacturing. In 2023, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,851,322
Participants with balances295
Active participants255
Employer contributions$854,212
Employee contributions$999,984
Employer contribution per active participant$3,350
Average account balance$104,581
Benefits paid to participants$5,974,916
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$30.9M · 295 accts · $854K emplr
2022$30.2M · 274 accts · $736K emplr
Administrative expenses, itemized · 2023
Investment management$13,292
Total administrative$11,084
The Wixon Industries, Inc. 401(k) match · 2023
Employer contribution per active participant$3,350
Median for plans this size$2,440
2023$3,350 per active participant
2022$3,874 per active participant

Wixon Industries, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
UBS FINANCIAL SERVICES INC. · Consulting$35,335
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,292
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history2
2023$11,084 · 0.04%
2022$14,885 · 0.04%
Same employer
Similar plansManufacturing · Wisconsin
Wilo USA LLC WI$30.9M · 0.44%
Pflow Industries, Inc. WI$30.8M · 0.00%
Hypro, Inc. WI$30.5M · 0.49%
Steele Solutions, Inc. WI$30.3M · 0.48%
A&B Process Systems Corp WI$30.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391376341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.