The Wells Group, LLCProfit-sharing plan
THE WELLS GROUP, LLC PROFIT SHARING PLAN · WEST LIBERTY, KY · plan year 2025
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
The Wells Group, LLC reported $21,555 in plan administrative expenses for 2025: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,132 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 fell from 0.22% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 293rd-largest of 871 plans among Kentucky employers on file, and the 2,048th of 5,337 in construction. active participation has grown from 219 to 242 since 2022.
The Wells Group, LLC's 2025 employer contribution ran above the $2,666 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 610710998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.