Plan Ledger DOL Form 5500 · updated monthly

W.T. Walker Group, Inc.401(k)

W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

W.T. Walker Group, Inc. reported $10,345 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,279 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 fell from 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 405th-largest of 1,936 plans among Wisconsin employers on file, and the 272nd of 786 in management of companies. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,463,652
Participants with balances282
Active participants341
Employer contributions$777,197
Employee contributions$1,561,734
Employer contribution per active participant$2,279
Average account balance$186,041
Benefits paid to participants$5,394,300
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.5M · 282 accts · $777K emplr
2023$48.1M · 278 accts · $788K emplr
2022$41.2M · 285 accts · $772K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,345
Total administrative$10,345
The W.T. Walker Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,279
Median for plans this size$3,635
2024$2,279 per active participant
2023$2,250 per active participant
2022$2,325 per active participant

W.T. Walker Group, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JPMORGAN INVEST HOLDINGS LLC$10,345

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

Administrative cost history3
2024$10,345 · 0.02%
2023$6,658 · 0.01%
2022$11,862 · 0.03%
Same employer
Similar plansManagement of Companies · Wisconsin
Mgic Investment Corporation WI$344.7M · 0.00%
The Boldt Group Inc WI$146.1M · 0.13%
Vhc, Inc. WI$74.2M · 0.01%
Hendricks Holding Co., Inc. WI$73.6M · 0.33%
Plank Enterprises, Inc. WI$19.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390796544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.