Gordon Flesch Company, Inc. 401(k) Review & Grade
Gordon Flesch Company, Inc. 401k Profit Sharing Plan and Trust
Madison, WIWholesale Trade652 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$2,801Employer $ per active participant
$8,048Employee $ saved per active participant
0.08%Direct admin cost, % of plan assets
$153.5MNet plan assets, end of year
$180,588Average balance per account
Score breakdown
- Employer generosity35.4 / 5071th percentile for employer $ per participant
- Low cost19.6 / 2579th percentile for low admin cost vs. same-size plans
- Employee saving13.1 / 1587th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score71 / 100 · Grade B
This plan vs. peers
Peers: Wholesale Trade plans with 500–2,499 active participants (603 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 71th |
| Lower admin cost | 79th |
| Employee saving | 87th |
| Peers that auto-enroll | 53% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Gordon Flesch Company put in about $2,801 per active participant, more than the typical peer ($1,792). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,824,792 |
| Participant (employee) contributions | $5,243,474 |
| Other contributions (incl. rollovers in) | $675,536 |
| Administrative expenses paid from the plan | $117,807 |
| Investment advisory & management fees | $39,788 |
| Other admin expenses | $6,730 |
| Benefits paid out | $7,280,469 |
| Net assets, start / end of year | $134.7M / $153.5M |
| Active participants, start / end of year | 642 / 661 |
| Participants with account balances | 850 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Bdo USA, P.C. |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $75,839 reported compensation |
| Strategic Advisors, Inc. | $39,788 reported compensation |
| Fund Evaluation Group | $6,730 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20260713092442NAL0004688720001, received 2026-07-13, EIN 39-0993125, plan #001, plan year 2024-10-01 to 2025-09-30. Verify at efast.dol.gov.