Therm-Tech of Waukesha 401(k) match, vesting and fees
What Therm-Tech of Waukesha's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Vrakas Cpas & Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Therm-Tech of Waukesha: employer contribution per participant | $1,209 | |
| Peer median | $1,847 |
| Therm-Tech of Waukesha: average balance | $79,494 | |
| Peer median | $65,512 |
| Therm-Tech of Waukesha: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.9M at the end of plan year 2021 to $13.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 187 | $13.9M | $211K | $1,209 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 179 | $11.8M | $184K | $1,115 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 151 | $9.3M | $152K | $1,088 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 148 | $10.9M | $138K | $1,012 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Therm-Tech of Waukesha match 401(k) contributions?
The match terms for the Therm-Tech of Waukesha, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $211K in employer contributions, about $1,209 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Therm-Tech of Waukesha 401(k) match vested?
The vesting schedule for the Therm-Tech of Waukesha, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Therm-Tech of Waukesha 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Therm-Tech of Waukesha, Inc..
I left Therm-Tech of Waukesha. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Therm-Tech of Waukesha, Inc., (262) 549-1878) or the recordkeeper, Epic Retirement Plan Services. The Therm-Tech of Waukesha old 401(k) page lists the contacts from every plan filing. Find an old Therm-Tech of Waukesha 401(k)
Data from the public Form 5500 annual reports Therm-Tech of Waukesha filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Therm-Tech of Waukesha. Not financial advice. Report a correction · Methodology