Plan Ledger DOL Form 5500 · updated monthly

Walker Sands, LLC401(k)

WALKER SANDS, LLC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Walker Sands, LLC reported $38,706 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,567 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 0.45% to 0.32%. 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 among the smaller plans on file in Illinois (2,143rd of 3,702), and 7,094th of 11,654 in professional & technical services. In 2024, employees put in $2.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,002,469
Participants with balances243
Active participants168
Employer contributions$431,191
Employee contributions$1,162,248
Employer contribution per active participant$2,567
Average account balance$53,508
Benefits paid to participants$1,406,335
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 243 accts · $431K emplr
2023$10.9M · 236 accts · $414K emplr
2022$8.5M · 238 accts · $392K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,878
Investment management$1,828
Total administrative$38,706
The Walker Sands, LLC 401(k) match · 2024
Employer contribution per active participant$2,567
Median for plans this size$2,416
2024$2,567 per active participant
2023$2,707 per active participant
2022$2,293 per active participant

Walker Sands, LLC's 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,878

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$38,706 · 0.32%
2023$41,352 · 0.43%
2022$35,387 · 0.45%
Same employer
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555 International Inc. IL$13.1M · 0.46%
D'Escoto, Inc. IL$13.1M · 0.52%
Revenue Well Systems, LLC IL$13.0M · 0.49%
Schafer Condon Carter, Inc. IL$12.8M · 0.31%
Curion, LLC IL$12.6M · 0.76%
Cgn and Associates, Inc. IL$12.5M · 0.03%
8TH Light Holdings, Inc. IL$12.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364585726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.