Plan Ledger DOL Form 5500 · updated monthly

Xymox Technologies, Inc.401(k)

XYMOX TECHNOLOGIES, INC 401K SAVINGS AND PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.57%

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

Xymox Technologies, Inc. reported $42,150 in plan administrative expenses for 2023: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,022 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 has held roughly steady near 0.565%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,407th of 1,936), and 9,635th of 13,661 in manufacturing. In 2023, employees put in $4.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,071,055
Participants with balances92
Active participants77
Employer contributions$78,715
Employee contributions$366,271
Employer contribution per active participant$1,022
Average account balance$87,729
Benefits paid to participants$264,434
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS CPAS AND ADVISORS
Plan history2
Yearassets · accounts · employer contribution
2023$8.1M · 92 accts · $79K emplr
2022$6.8M · 100 accts · $80K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,822
Investment management$26,328
Total administrative$42,150
The Xymox Technologies, Inc. 401(k) match · 2023
Employer contribution per active participant$1,022
Median for plans this size$1,308
2023$1,022 per active participant
2022$931 per active participant

Xymox Technologies, Inc.'s 2023 employer contribution ran below the $1,308 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 · 20232
SPECTRUM INVESTMENT ADVISORS. · Investment advisory (plan)$26,328
NEWPORT GROUP, INC. · Loan processing$15,822

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$42,150 · 0.57%
2022$42,270 · 0.57%
Similar plansManufacturing · Wisconsin
Multistack, LLC WI$8.2M · 0.30%
Artemax, Inc. WI$8.1M · 0.08%
Ripon Awardjackets, Inc. WI$8.1M · 0.69%
Wisconsin Metal Parts Inc WI$8.1M · 0.46%
Super Steel LLC WI$8.1M · 0.40%
Create a Pack Foods, Inc. WI$8.0M · 0.39%
Wisconsin Metal Parts LLC WI$8.0M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391764553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.