Plan Ledger DOL Form 5500 · updated monthly

The Wanderlust Group, Inc.401(k)

THE WANDERLUST GROUP, INC. 401(K) PLAN · NEWPORT, RI · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

The Wanderlust Group, Inc. reported $4,508 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,479 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 has held roughly steady near 0.110%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Rhode Island (226th of 286), and 1,887th of 2,199 in information & media. In 2023, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,967,554
Participants with balances120
Active participants62
Employer contributions$401,709
Employee contributions$1,182,362
Employer contribution per active participant$6,479
Average account balance$41,396
Benefits paid to participants$965,395
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.9M · 84 accts · $220K emplr
2023$5.0M · 120 accts · $402K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,320
Investment management$3,188
Total administrative$4,508
The The Wanderlust Group, Inc. 401(k) match · 2023
Employer contribution per active participant$6,479
Median for plans this size$1,308
2024$4,687 per active participant
2023$6,479 per active participant

The Wanderlust Group, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$5,453 · 0.11%
2023$4,508 · 0.11%
Similar plansInformation & Media · Rhode Island
Monetate, Inc. TX$5.0M · 0.06%
Kochava, Inc. ID$5.0M · 0.06%
Autobooks, Inc. MI$4.9M · 0.80%
Opentech Alliance, Inc. AZ$4.9M · 1.06%
Emmerich Newspapers, Inc. MS$4.9M · 0.96%
Revcontent, LLC FL$4.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471864371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.