Plan Ledger DOL Form 5500 · updated monthly

Sms Infocomm Corporation401(k)

WISTRON 401(K) PLAN · GRAPEVINE, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Sms Infocomm Corporation reported $38,117 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $812 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 0.13% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,318th-largest of 5,688 plans among Texas employers on file, and the 584th of 3,341 in other services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 758 to 1,048 since 2022.

Plan summary
Net assets, end of year$37,227,190
Participants with balances445
Active participants1,048
Employer contributions$851,095
Employee contributions$1,586,701
Employer contribution per active participant$812
Average account balance$83,657
Benefits paid to participants$1,700,621
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE AND CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 445 accts · $851K emplr
2023$31.7M · 433 accts · $790K emplr
2022$29.8M · 489 accts · $896K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,117
Total administrative$38,117
The Sms Infocomm Corporation 401(k) match · 2024
Employer contribution per active participant$812
Median for plans this size$2,416
2024$812 per active participant
2023$913 per active participant
2022$1,181 per active participant

Sms Infocomm Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20247
TURNER STONE AND COMPANY, LLP$11,500
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$5,566
VOYA RETIREMENT INS & ANNUITY CO. · Investment advisory (participants)$2,475
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)$2,475
ASCENSUS$1,802
LOREN D. STARK COMPANY · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$38,117 · 0.11%
2023$48,137 · 0.16%
2022$40,194 · 0.13%
Same employer
Similar plansOther Services · Texas
Fenix Management, LLC TX$40.0M · 0.60%
Beyond Finance, LLC TX$39.7M · 0.60%
Concentric LLC TX$38.9M · 0.27%
Sun Coast Resources, Inc. TX$35.7M · 0.35%
Ypo, Inc. TX$32.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742777490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.