Wenthe-Davidson Engineering 401(k) match, vesting and fees
What Wenthe-Davidson Engineering'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 | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Reilly Penner & Benton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Wenthe-Davidson Engineering: employer contribution per participant | $7 | |
| Peer median | $1,847 |
| Wenthe-Davidson Engineering: average balance | $77,653 | |
| Peer median | $65,512 |
| Wenthe-Davidson Engineering: 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 $17.8M at the end of plan year 2021 to $15.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 203 | $15.7M | $1,317 | $7 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 221 | $16.5M | $993 | $5 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 233 | $14.3M | $179 | $1 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 220 | $17.8M | — | — | 0.06% | Not published | Form 5500 ↗ |
Other Wenthe-Davidson Engineering plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan
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.
| Independent auditor | Reilly, Penner & Benton LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Wenthe-Davidson Engineering match 401(k) contributions?
The match terms for the Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1,317 in employer contributions, about $7 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wenthe-Davidson Engineering 401(k) match vested?
The vesting schedule for the Wenthe-Davidson Engineering Co. Employees' Profit Sharing Plan and 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wenthe-Davidson Engineering 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Trust Company, N.A.. The plan administrator is Wenthe-Davidson Engineering Co..
I left Wenthe-Davidson Engineering. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wenthe-Davidson Engineering Co., (262) 782-1550) or the recordkeeper, Associated Trust Company, N.A.. The Wenthe-Davidson Engineering old 401(k) page lists the contacts from every plan filing. Find an old Wenthe-Davidson Engineering 401(k)
Data from the public Form 5500 annual reports Wenthe-Davidson Engineering filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Wenthe-Davidson Engineering. Not financial advice. Report a correction · Methodology