Plan Ledger DOL Form 5500 · updated monthly

Walton Signage, LTD.401(k)

WSIM 401K RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Walton Signage, LTD. reported $49,921 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,390 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 0.17% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,164th of 5,688), and 9,095th of 13,661 in manufacturing. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,311,670
Participants with balances185
Active participants157
Employer contributions$375,275
Employee contributions$689,460
Employer contribution per active participant$2,390
Average account balance$50,333
Benefits paid to participants$589,097
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.3M · 185 accts · $375K emplr
2023$7.8M · 192 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,456
Investment management$20,898
Audit (IQPA)$10,567
Total administrative$49,921
The Walton Signage, LTD. 401(k) match · 2024
Employer contribution per active participant$2,390
Median for plans this size$1,313
2024$2,390 per active participant
2023$1,176 per active participant

Walton Signage, LTD.'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 · 20243
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,136
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,456
KIMBERLIN COMPANY, PLLC · Accounting / audit$10,567

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

Administrative cost history2
2024$49,921 · 0.58%
2023$12,869 · 0.17%
Similar plansManufacturing · Texas
San Antonio Shoe, Inc. TX$9.6M · 0.05%
Wilson Company TX$9.5M · 0.46%
Lone Star Bakery, Inc. TX$9.3M · 0.05%
Ward Timber, LTD TX$9.2M · 0.14%
Packless Industries TX$9.1M · 0.42%
Sandenvendo America, Inc. TX$9.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742934658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.