Plan Ledger DOL Form 5500 · updated monthly

Wardlaw Claims Services, LLC401(k)

WARDLAW COMPANIES 401(K) PLAN · WACO, TX · plan year 2024

Reported admin expense ratio · 2024
0.66%

Wardlaw Claims Services, LLC reported $10,989 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. 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 1.22% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,964th of 5,688), and 10,934th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,879,367
Participants with balances230
Active participants215
Employer contributions—
Employee contributions$565,429
Employer contribution per active participant—
Average account balance$8,171
Benefits paid to participants$342,248
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$1.9M · 230 accts
2023$1.4M · 168 accts
2022$775K · 186 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,989
Total administrative$10,989
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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVS · Recordkeeping · Custodial (securities)$7,249
RESOURCE BENEFITS ADMINSTRATORS · Recordkeeping$3,750

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SVS, RESOURCE BENEFITS ADMINSTRATORS
2023CAPITAL GROUP RETIREMENT PLAN SVS, RESOURCE BENEFITS ADMINSTRATORS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$10,989 · 0.66%
2023$11,359 · 1.03%
2022$8,386 · 1.22%
Similar plansProfessional & Technical Services · Texas
Pcs Software Inc. TX$2.0M · 0.58%
Thrive Ideas, Inc TX$2.0M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742674209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.