Plan Ledger DOL Form 5500 · updated monthly

Wacom Technology Corp.401(k)

WACOM TECHNOLOGY CORP. RETIREMENT 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Wacom Technology Corp. reported $11,631 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,059 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 0.05% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 190th-largest of 1,021 plans among Oregon employers on file, and the 859th of 4,246 in wholesale trade. In 2024, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,129,004
Participants with balances217
Active participants151
Employer contributions$763,978
Employee contributions$2,248,532
Employer contribution per active participant$5,059
Average account balance$221,793
Benefits paid to participants$4,158,045
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$48.1M · 217 accts · $764K emplr
2023$43.3M · 234 accts · $763K emplr
2022$35.6M · 239 accts · $827K emplr
Administrative expenses, itemized · 2024
Investment management$15,081
Total administrative$11,631
The Wacom Technology Corp. 401(k) match · 2024
Employer contribution per active participant$5,059
Median for plans this size$2,416
2024$5,059 per active participant
2023$4,768 per active participant
2022$5,011 per active participant

Wacom Technology Corp.'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,081
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$11,631 · 0.03%
2023$12,220 · 0.03%
2022$18,152 · 0.05%
Same employer
Similar plansWholesale Trade · Oregon
Consolidated Supply Co. OR$61.8M · 0.33%
Columbia Grain OR$54.1M · 0.11%
McGuire Bearing Company OR$53.6M · 0.04%
Shelter Products, Inc. OR$51.4M · 0.32%
Mlf Group LLC OR$37.0M · 0.22%
Walter E. Nelson Company OR$29.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770285014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.