Plan Ledger DOL Form 5500 · updated monthly

W3, LLC401(k)

W3, LLC 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

W3, LLC reported $141,782 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 1.13% to 0.91%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 957th-largest of 2,160 plans among Georgia employers on file, and 6,169th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$16,881,923
Participants with balances386
Active participants719
Employer contributions$0
Employee contributions$2,479,315
Employer contribution per active participant$0
Average account balance$43,736
Benefits paid to participants$1,886,246
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 386 accts
2023$14.2M · 377 accts
2022$10.6M · 363 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,472
Investment management$60,103
Total administrative$141,782
The W3, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

W3, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
LAMON & STERN INC$34,207
SILVER OAK SECURITIES INC · Investment advisory (plan)$27,710
EMPOWER ADVISORY GROUP, LLC · Investment management$16,914
CREATIVE PLANNING LLC · Investment advisory (plan)$15,479

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$141,782 · 0.91%
2023$124,630 · 1.01%
2022$124,295 · 1.13%
Same employer
Similar plansProfessional & Technical Services · Georgia
Terma Inc. GA$18.2M · 0.43%
Fisherbroyles, LLP GA$17.2M · 0.93%
Zarya Intermediate, LLC. GA$17.1M · 0.36%
Kahua, Inc. GA$15.6M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800206231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.