Plan Ledger DOL Form 5500 · updated monthly

W.S. Darley & Co.401(k)

W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN · ITASCA, IL · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

W.S. Darley & Co. reported $98,954 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $8,632 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 has held roughly steady near 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 996th-largest of 3,702 plans among Illinois employers on file, and the 712th of 5,215 in retail trade. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,694,052
Participants with balances210
Active participants214
Employer contributions$1,847,280
Employee contributions$1,378,607
Employer contribution per active participant$8,632
Average account balance$212,829
Benefits paid to participants$6,353,275
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.7M · 210 accts · $1.8M emplr
2023$42.3M · 198 accts · $1.4M emplr
2022$37.7M · 203 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,954
Total administrative$98,954
The W.S. Darley & Co. 401(k) match · 2024
Employer contribution per active participant$8,632
Median for plans this size$2,416
2024$8,632 per active participant
2023$7,184 per active participant
2022$7,844 per active participant

W.S. Darley & Co.'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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$98,954

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$98,954 · 0.23%
2023$90,553 · 0.23%
2022$94,869 · 0.24%
Same employer
Similar plansRetail Trade · Illinois
HAND2MIND, Inc. IL$47.7M · 0.11%
Ftd, LLC IL$42.1M · 0.23%
Barcodes, LLC IL$41.9M · 0.46%
Volvo Sales and Service IL$38.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360976610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.