Plan Ledger DOL Form 5500 · updated monthly

W.B. Engineering & Consulting, PLLC401(k) + ESOP (KSOP)

WB ENGINEERING & CONSULTING, PLLC RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2020

Reported admin expense ratio · 2020
0.22%

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

W.B. Engineering & Consulting, PLLC reported $40,606 in plan administrative expenses for 2020: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,852 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 106 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,584th-largest of 5,648 plans among New York employers on file, and the 5,685th of 11,654 in professional & technical services. In 2020, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,315,647
Participants with balances172
Active participants139
Employer contributions$396,442
Employee contributions$1,225,506
Employer contribution per active participant$2,852
Average account balance$112,300
Benefits paid to participants$2,007,208
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM, SMITH BROWN PC
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$40,486
Total administrative$40,606
The W.B. Engineering & Consulting, PLLC 401(k) match · 2020
Employer contribution per active participant$2,852
Median for plans this size$1,627

W.B. Engineering & Consulting, PLLC's 2020 employer contribution ran above the $1,627 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$40,606 · 0.22%
Similar plansProfessional & Technical Services · New York
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Global Strategy Group, LLC NY$19.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134082327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.