Plan Ledger DOL Form 5500 · updated monthly

E.S. Wagner Company401(k)

E.S. WAGNER COMPANY PROFIT SHARING PLAN AND TRUST · OREGON, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

E.S. Wagner Company reported $68,173 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,162 per active participant. 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.

Across the 2 years on file its reported administrative ratio fell from 0.37% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,176th-largest of 3,295 plans among Ohio employers on file, and the 1,805th of 5,337 in construction. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 185 to 223 since 2022.

Plan summary
Net assets, end of year$23,660,104
Participants with balances155
Active participants223
Employer contributions$482,098
Employee contributions$1,096,525
Employer contribution per active participant$2,162
Average account balance$152,646
Benefits paid to participants$348,726
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 155 accts · $482K emplr
2023$19.7M · 157 accts · $406K emplr
2022$17.7M · 168 accts · $403K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,207
Investment management$28,381
Audit (IQPA)$9,585
Total administrative$68,173
The E.S. Wagner Company 401(k) match · 2024
Employer contribution per active participant$2,162
Median for plans this size$2,416
2024$2,162 per active participant
2023$1,693 per active participant
2022$2,176 per active participant

E.S. Wagner Company's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$25,207
NFP RETIREMENT INC · Investment management$28,381
WILLIAM VAUGHAN COMPANY · Accounting / audit$14,585

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,173 · 0.31%
2023$66,439 · 0.36%
2022$78,412 · 0.37%
Same employer
Similar plansConstruction · Ohio
The Brewer-Garrett Company OH$24.6M · 0.37%
Smoot Corporation OH$24.5M · 0.07%
Donley Companies, Inc. OH$24.2M · 0.39%
Hgc Construction Co. OH$23.9M · 0.50%
Mbc Holdings of Ohio Inc. OH$23.5M · 0.47%
Elford, Inc. OH$22.3M · 0.03%
Roth Bros., Inc. OH$22.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340907180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.