Retirement plan

WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT PLAN

Name: WAUKESHA MACHINE & TOOL CO., INC. - WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT PLAN (2025) Form 5500
Creator: WAUKESHA MACHINE & TOOL CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT PLAN, WAUKESHA MACHINE & TOOL CO., INC.

WAUKESHA MACHINE & TOOL CO., INC.EIN 39-1247575Plan #001PY 2025

1200 NIKE DR. - WAUKESHA, WI 53186262-542-7689LinkedIn1-10 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

-49.4% from 2024

Total participants

-7.1% from 2024

Average account balance

$179,276

-49.4% from 2024

Annual return

5.95%

-5.22 pp from 2024

Benchmarks

See 4,744 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,744 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$135K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+5.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$207556

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 codes2E2J2F2G3D

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.
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

$2.5M

$207556 / participant

Other / not subdivided$2M100.0%

% of EOY assets

115.775%

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

$179,276

$167,415+7.1%

$140,514+27.6%

$198,609-9.7%

Participation rate

91.7%

80.9%+10.8pp

77.8%+13.9pp

82.4%+9.3pp

Annual return

5.95%

13.85%-7.9pp

14.36%-8.4pp

202.70%-196.7pp

Employer contribution / active EE

$3,730

$4,088-8.8%

$3,378+10.4%

$5,055-26.2%

Participant deferral / active EE

$7,536

$5,579+35.1%

$4,919+53.2%

$6,977+8.0%

Admin fee / account holder

$207,556

$16,730+1140.6%

$13,697+1415.3%

$19,030+990.7%

WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAUKESHA MACHINE & TOOL CO., INC. RETIREMENT 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