Plan Ledger DOL Form 5500 · updated monthly

Wall Holdings, Inc.ESOP

WALL HOLDINGS, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN · FLOYD, VA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Wall Holdings, Inc. reported $15,464 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $641 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 0.08% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 799th-largest of 2,266 plans among Virginia employers on file, and the 3,009th of 11,911 in health care & social assistance. active participation has grown from 182 to 234 since 2022.

Plan summary
Net assets, end of year$26,878,719
Participants with balances322
Active participants234
Employer contributions$150,000
Employee contributions—
Employer contribution per active participant$641
Average account balance$83,474
Benefits paid to participants$758,500
Plan auditUnmodified (clean) audit opinion
AuditorBROWN EDWARDS & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 322 accts · $150K emplr
2023$26.0M · 285 accts · $614K emplr
2022$24.7M · 259 accts · $340K emplr
Administrative expenses, itemized · 2024
Investment management$15,464
Total administrative$15,464
Employer contributions to the Wall Holdings, Inc. plan · 2024
Employer contribution per active participant$641
Median for plans this size$2,416
2024$641 per active participant
2023$2,965 per active participant
2022$1,869 per active participant

Wall Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIRST BANK & TRUST · Investment management$15,464

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$15,464 · 0.06%
2023$15,376 · 0.06%
2022$18,820 · 0.08%
Similar plansHealth Care & Social Assistance · Virginia
Artis Senior Living, LLC VA$30.2M · 0.52%
Anchor Healthcare, P.L.C. VA$25.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920875106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.