Wamtones, Inc.ESOP
ZIA RECORD EXCHANGE EMPLOYEE STOCK OWNERSHIP PLAN · PHOENIX, AZ · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Wamtones, Inc. reported $30 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,593 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.
The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,120th of 1,285), and 4,875th of 5,215 in retail trade. active participation has grown from 95 to 113 since 2022.
Wamtones, Inc.'s 2024 employer contribution ran above the $540 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 860998725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.