Plan Ledger DOL Form 5500 · updated monthly

Wahoo Fitness401(k)

WAHOO FITNESS RETIREMENT TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Wahoo Fitness reported $1,250 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,201 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 0.04% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,247th of 2,160), and 7,980th of 11,654 in professional & technical services. In 2024, employees put in $4.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,072,258
Participants with balances240
Active participants146
Employer contributions$321,388
Employee contributions$1,331,444
Employer contribution per active participant$2,201
Average account balance$41,968
Benefits paid to participants$739,672
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 240 accts · $321K emplr
2023$7.9M · 195 accts · $160K emplr
2022$5.9M · 212 accts · $199K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$900
Total administrative$1,250
The Wahoo Fitness 401(k) match · 2024
Employer contribution per active participant$2,201
Median for plans this size$1,313
2024$2,201 per active participant
2023$1,138 per active participant
2022$1,237 per active participant

Wahoo Fitness's 2024 employer contribution ran above the $1,313 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

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$1,250 · 0.01%
2023$1,750 · 0.03%
2022$2,500 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Georgia
Booster Enterprises, Inc. GA$10.3M · 0.12%
Medicus IT, LLC GA$10.1M · 0.21%
Pace-O-Matic Inc. GA$9.9M · 0.54%
Orasi Software, Inc. GA$9.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271598318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.