Plan Ledger DOL Form 5500 · updated monthly

Wallner Holdings, CorpESOP

WALLNER EXPAC EMPLOYER STOCK OWNERSHIP PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Wallner Holdings, Corp reported $1,545 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,809 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 1 year on file its reported administrative ratio rose from 0.001% to 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,717th-largest of 9,483 plans among California employers on file, and the 3,060th of 13,661 in manufacturing. active participation has grown from 120 to 132 since 2022.

Plan summary
Net assets, end of year$52,027,734
Participants with balances169
Active participants132
Employer contributions$238,847
Employee contributions—
Employer contribution per active participant$1,809
Average account balance$307,856
Benefits paid to participants$70,930
Plan auditUnmodified (clean) audit opinion
AuditorRP&B, INC., APAC
Plan history3
Yearassets · accounts · employer contribution
2024$52.0M · 169 accts · $239K emplr
2023$35.5M · 151 accts · $1.7M emplr
2022$7.3M · 139 accts · $2.3M emplr
Employer contributions to the Wallner Holdings, Corp plan · 2024
Employer contribution per active participant$1,809
Median for plans this size$2,416
2024$1,809 per active participant
2023$13,264 per active participant
2022$19,375 per active participant

Wallner Holdings, Corp's 2024 employer contribution ran below 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.

Administrative cost history3
2024$1,545 · 0.00%
2023$315 · 0.00%
2022Not separately reported
Similar plansManufacturing · California
Jakks Pacific, Inc. CA$52.4M · 0.21%
Jelly Belly Candy Company CA$52.2M · 0.01%
R Torre & Company Inc. CA$52.1M · 0.10%
Allied Telesis, Inc. CA$51.6M · 0.03%
Infinite Electronics, Inc. CA$51.5M · 0.11%
Nextracker, LLC. CA$51.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852314995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.