Retirement plan

INTEGRA TOOL & MANUFACTURING INC 401K PLAN

Name: INTEGRA TOOL & MANUFACTURING, INC. - INTEGRA TOOL & MANUFACTURING INC 401K PLAN (2025) Form 5500
Creator: INTEGRA TOOL & MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRA TOOL & MANUFACTURING INC 401K PLAN, INTEGRA TOOL & MANUFACTURING, INC.

INTEGRA TOOL & MANUFACTURING, INC.EIN 20-4841170Plan #001PY 2025

8325 ENTERPRISE DRIVE - WAUSAU, WI 54401715-848-5646integratool.comLinkedIn11-50 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$983K

+28.2% from 2024

Total participants

0.0% from 2024

Average account balance

$98,259

+28.2% from 2024

Annual return

17.60%

+3.03 pp from 2024

Benchmarks

See 7,781 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,781 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$983K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$98K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1273

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$1414 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.295%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,259

$138,312-29.0%

$122,979-20.1%

$155,188-36.7%

Participation rate

100.0%

80.2%+19.8pp

77.2%+22.8pp

80.8%+19.2pp

Annual return

17.60%

22.06%-4.5pp

20.12%-2.5pp

148.84%-131.2pp

Employer contribution / active EE

$4,019

$3,530+13.8%

$3,062+31.2%

$4,248-5.4%

Participant deferral / active EE

$5,632

$5,592+0.7%

$5,003+12.6%

$6,531-13.8%

Admin fee / account holder

$1,273

$15,089-91.6%

$12,864-90.1%

$14,480-91.2%

INTEGRA TOOL & MANUFACTURING INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRA TOOL & MANUFACTURING INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion