Retirement plan

C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Name: C.G. BRETTING MANUFACTURING COMPANY, INC. - C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN (2024) Form 5500
Creator: C.G. BRETTING MANUFACTURING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN, C.G. BRETTING MANUFACTURING COMPANY, INC.

C.G. BRETTING MANUFACTURING COMPANY, INC.EIN 39-0181590Plan #004PY 2024

3401 LAKE PARK ROAD - ASHLAND, WI 54806715-682-5231

Other plans on this EIN

1 filing

#003Retirement-$83.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$33.7M

+14.3% from 2023

Total participants

211

-1.4% from 2023

Average account balance

$172,641

+14.3% from 2023

Annual return

15.63%

-2.50 pp from 2023

Benchmarks

See 4,099 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,099 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$33.66M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

195

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.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$220

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
LPL FINANCIAL2 years Service code 27	Advisory (Plan)	$41,689
BLUE CHIP RETIREMENT PLANS, INC.2 years Service code 99 · EIN 39-1974154 6737 W WASHINGTON ST. · MILWAUKEE, WI 53214	Other Fees	$750
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$545
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 72 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121	Other investment fees and expenses	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$43K

$265 / participant

Recordkeeping$1K3.0%
Investment mgmt$42K97.0%

% of EOY assets

0.128%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$172,641

$79,223+117.9%

$102,460+68.5%

$74,478+131.8%

Participation rate

90.1%

74.8%+15.4pp

76.5%+13.6pp

67.2%+22.9pp

Annual return

15.63%

54.98%-39.3pp

29.47%-13.8pp

1370.56%-1354.9pp

Employer contribution / active EE

$2,150

$2,363-9.0%

$3,025-28.9%

$2,626-18.1%

Participant deferral / active EE

$5,532

$4,417+25.2%

$5,056+9.4%

$4,350+27.2%

Admin fee / account holder

$220

$2,003-89.0%

$9,460-97.7%

$1,946-88.7%

Provider

Service type

Compensation

LPL FINANCIAL2 years

Service code 27

Advisory (Plan)

$41,689

BLUE CHIP RETIREMENT PLANS, INC.2 years

Service code 99 · EIN 39-1974154

6737 W WASHINGTON ST. · MILWAUKEE, WI 53214

Other Fees

$750

NATIONWIDE10+ years

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$545

LPL FINANCIAL5 years

Filed as: LPL FINANCIAL, LLC

Service code 72

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121

Other investment fees and expenses

C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.G. BRETTING MANUFACTURING COMPANY, INC. UNION EMPLOYEES 401(K) SAVINGS 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