Plan Ledger DOL Form 5500 · updated monthly

Frederick Wildman & Sons Limited401(k)

FREDERICK WILDMAN & SONS LIMITED 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Frederick Wildman & Sons Limited reported $103,455 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $3,613 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 3 years on file its reported administrative ratio has held roughly steady near 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,161st-largest of 5,648 plans among New York employers on file, and the 1,537th of 4,246 in wholesale trade. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has grown from 124 to 138 since 2022.

Plan summary
Net assets, end of year$25,684,203
Participants with balances189
Active participants138
Employer contributions$498,588
Employee contributions$1,774,344
Employer contribution per active participant$3,613
Average account balance$135,895
Benefits paid to participants$3,308,153
Plan auditUnmodified (clean) audit opinion
AuditorFUNARO & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$25.7M · 189 accts · $499K emplr
2023$22.8M · 186 accts · $476K emplr
2022$17.5M · 177 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,434
Investment management$61,021
Total administrative$103,455
The Frederick Wildman & Sons Limited 401(k) match · 2024
Employer contribution per active participant$3,613
Median for plans this size$2,416
2024$3,613 per active participant
2023$3,658 per active participant
2022$3,143 per active participant

Frederick Wildman & Sons Limited's 2024 employer contribution ran above 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
FIRST REPUBLIC INVESTMENT MGMT · Investment advisory (plan)$45,373
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,434
J.P. MORGAN SECURITIES LLC · Investment advisory (plan)$15,644

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

Administrative cost history3
2024$103,455 · 0.43%
2023$88,376 · 0.44%
2022$76,693 · 0.41%
Same employer
Similar plansWholesale Trade · New York
Haun Welding Supply, Inc NY$26.4M · 0.36%
Lbm Advantage Inc NY$26.3M · 0.42%
Kelley Bros. LLC NY$26.0M · 0.42%
Clare Rose, Inc. NY$25.6M · 0.43%
Korg USA Inc. NY$24.8M · 0.25%
Vanguard Direct NY$24.7M · 0.31%
Military Car Sales, Inc. NY$23.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132587600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.