W Holdings LLC401(k)
W HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN DIEGO, CA · plan year 2022
W Holdings LLC reported $2,171 in plan administrative expenses for 2022: 0.35% of average plan assets, lower than ~75% of peers. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (9,031st of 9,483), and 763rd of 786 in management of companies.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 271839746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.