Plan Ledger DOL Form 5500 · updated monthly

Wal-Rose Inc401(k)

WAL-ROSE, INC. 401(K) PROFIT SHARING PLAN & TRUST · SANFORD, FL · plan year 2024

Reported admin expense ratio · 2024
0.82%

Wal-Rose Inc reported $9,706 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. 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 rose from 0.62% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (3,289th of 3,644), and 5,022nd of 5,337 in construction. active participation has grown from 107 to 222 since 2022.

Plan summary
Net assets, end of year$1,303,372
Participants with balances93
Active participants222
Employer contributions—
Employee contributions$114,303
Employer contribution per active participant—
Average account balance$14,015
Benefits paid to participants$16,086
Plan auditUnmodified (clean) audit opinion
AuditorGREENE, DYCUS & CO., PA
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 93 accts
2023$1.1M · 108 accts
2022$1.1M · 129 accts
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 · 20243
RAYMOND JAMES · Investment advisory (plan)$4,449
MARTIN MARTIN RANDALL & ASSOC · Contract administrator$1,293

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$9,706 · 0.82%
2023$9,884 · 0.91%
2022$7,517 · 0.62%
Same employer
Similar plansConstruction · Florida
Shelby Erectors, Inc. FL$1.5M · 0.10%
Masonry Builders, Inc. FL$1.3M · 1.16%
Comfort Temp, Inc. FL$1.3M · 0.06%
Service Minds, Inc. FL$1.2M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593317838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.