Plan Ledger DOL Form 5500 · updated monthly

David J Wegman401(k)

DAVID J WEGMAN 401(K) PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.65%

David J Wegman reported $2,055 in plan administrative expenses for 2024: 0.65% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,504th of 5,648), and 11,564th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$317,494
Participants with balances1,339
Active participants1,875
Employer contributions—
Employee contributions$317,571
Employer contribution per active participant—
Average account balance$237
Benefits paid to participants$1,493
Plan history2
Yearassets · accounts · employer contribution
2025$0
2024$317K · 1,339 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,055
Total administrative$2,055
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2025Not separately reported
2024$2,055 · 0.65%
Similar plansHealth Care & Social Assistance · New York
I & Y Senior Care, Inc. NY$379K · 5.70%
Wisconsin 3 Holdco, LLC NY$302K · 2.18%
Trivium of New York LLC NY$248K · 3.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161529616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.