Plan Ledger DOL Form 5500 · updated monthly

The van Winkle Law Firm401(k)

THE VAN WINKLE LAW FIRM PROFIT SHARING PLAN · ASHEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

The van Winkle Law Firm reported $76,632 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $10,695 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 0.44% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 679th-largest of 2,005 plans among North Carolina employers on file, and the 5,110th of 11,654 in professional & technical services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,667,296
Participants with balances99
Active participants76
Employer contributions$812,816
Employee contributions$771,177
Employer contribution per active participant$10,695
Average account balance$228,963
Benefits paid to participants$866,529
Plan auditUnmodified (clean) audit opinion
AuditorDMJPS PPLC
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 99 accts · $813K emplr
2023$19.6M · 114 accts · $633K emplr
2022$19.0M · 111 accts · $792K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,109
Investment management$67,523
Total administrative$76,632
The The van Winkle Law Firm 401(k) match · 2024
Employer contribution per active participant$10,695
Median for plans this size$2,416
2024$10,695 per active participant
2023$7,818 per active participant
2022$9,656 per active participant

The van Winkle Law Firm's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
TPC QUALIFIED PLANS LLC · Recordkeeping · Consulting$9,109
CAPITAL DIRECTIONS, LLC · Investment advisory (participants) · Investment advisory (plan)$48,968

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

Recordkeeper by year2
2024TPC QUALIFIED PLANS LLC
2023TPC QUALIFIED PLANS LLC

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

Administrative cost history3
2024$76,632 · 0.36%
2023$62,121 · 0.32%
2022$87,082 · 0.44%
Similar plansProfessional & Technical Services · North Carolina
Advisor HR, Inc. NC$23.7M · 1.14%
Sequence, Inc. NC$23.2M · 0.41%
Orion Ics, LLC NC$21.9M · 0.27%
Tompkins Solutions, Inc. NC$21.3M · 0.50%
Ems Linq Inc NC$20.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561026015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.