Plan Ledger DOL Form 5500 · updated monthly

Wolter, Inc.401(k)

WOLTER INC. SALARY SAVINGS PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Wolter, Inc. reported $133,204 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $965 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 0.27% to 0.29%. 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 432nd-largest of 1,936 plans among Wisconsin employers on file, and the 3,250th of 13,661 in manufacturing. In 2024, employees put in $6.77 for every $1.00 the employer contributed; active participation has grown from 542 to 644 since 2022.

Plan summary
Net assets, end of year$47,969,224
Participants with balances867
Active participants644
Employer contributions$621,544
Employee contributions$4,210,670
Employer contribution per active participant$965
Average account balance$55,328
Benefits paid to participants$4,835,475
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$48.0M · 867 accts · $622K emplr
2023$43.0M · 767 accts · $1.5M emplr
2022$35.5M · 702 accts · $890K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,954
Investment management$60,000
Audit (IQPA)$13,250
Total administrative$133,204
The Wolter, Inc. 401(k) match · 2024
Employer contribution per active participant$965
Median for plans this size$2,416
2024$965 per active participant
2023$2,690 per active participant
2022$1,642 per active participant

Wolter, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CORRELL CO. · Recordkeeping$59,954
MONETA GROUP LLC · Consulting · Pension consulting$60,000
SELDEN FOX, LTD. · Accounting / audit$13,250

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

Recordkeeper by year2
2024CORRELL CO.
2023CORRELL CO.

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Administrative cost history3
2024$133,204 · 0.29%
2023$141,793 · 0.36%
2022$106,901 · 0.27%
Same employer
Similar plansManufacturing · Wisconsin
J.W. Speaker Corporation WI$48.7M · 0.16%
Arandell Corporation WI$48.4M · 0.28%
Prolec-Ge Waukesha, Inc. WI$48.4M · 0.23%
Country Visions Cooperative WI$48.0M · 0.41%
Alto-Shaam, Inc. WI$47.9M · 0.27%
Lavelle Industries, Inc. WI$47.2M · 0.23%
Worzalla, Inc. WI$45.9M · 0.52%
Gehl Foods, LLC WI$45.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391052980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.