Plan Ledger DOL Form 5500 · updated monthly

Walker Edison Furniture Company LLC401(k)

WALKER EDISON FURNITURE COMPANY LLC 401(K) PROFIT SHARING PLAN AND TRUST · WEST JORDAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Walker Edison Furniture Company LLC reported $5,425 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,653 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 rose from 0.07% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Utah (584th of 848), and 3,564th of 4,246 in wholesale trade. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has shrunk from 153 to 99 since 2022.

Plan summary
Net assets, end of year$5,580,027
Participants with balances141
Active participants99
Employer contributions$262,668
Employee contributions$579,536
Employer contribution per active participant$2,653
Average account balance$39,575
Benefits paid to participants$1,265,308
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $205K emplr
2024$5.6M · 141 accts · $263K emplr
2023$5.2M · 163 accts · $344K emplr
2022$4.4M · 170 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,425
Total administrative$5,425
The Walker Edison Furniture Company LLC 401(k) match · 2024
Employer contribution per active participant$2,653
Median for plans this size$1,313
2024$2,653 per active participant
2023$2,731 per active participant
2022$2,487 per active participant

Walker Edison Furniture Company LLC's 2024 employer contribution ran above the $1,313 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
OSAIC WEALTH, INCindirect comp

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

Administrative cost history4
2025Not separately reported
2024$5,425 · 0.10%
2023$3,975 · 0.08%
2022$2,905 · 0.07%
Same employer
Similar plansWholesale Trade · Utah
Group Rossignol USA, Inc. UT$10.0M · 0.01%
American Crafts, LLC UT$8.6M · 0.78%
Kns International UT$4.5M · 0.38%
Paparazzi LLC UT$3.7M · 0.52%
97TH Floor UT$3.6M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205246576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.