Plan Ledger DOL Form 5500 · updated monthly

Warehouse Direct Incorporated401(k)

WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST · DES PLAINES, IL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Warehouse Direct Incorporated reported $95,798 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $107 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 0.66% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,702nd-largest of 3,702 plans among Illinois employers on file, and the 1,906th of 4,246 in wholesale trade. In 2024, employees put in $44.60 for every $1.00 the employer contributed; active participation has grown from 285 to 317 since 2022.

Plan summary
Net assets, end of year$19,780,233
Participants with balances329
Active participants317
Employer contributions$34,015
Employee contributions$1,517,184
Employer contribution per active participant$107
Average account balance$60,122
Benefits paid to participants$871,815
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 329 accts · $34K emplr
2023$16.7M · 327 accts · $33K emplr
2022$13.6M · 311 accts · $29K emplr
The Warehouse Direct Incorporated 401(k) match · 2024
Employer contribution per active participant$107
Median for plans this size$2,416
2024$107 per active participant
2023$110 per active participant
2022$103 per active participant

Warehouse Direct Incorporated'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 · 20244
EMPOWER ANNUITY INS CO OF AMERICA · Investment management$91,342
FIDUCIARY FINANCIAL PARTNERS · Investment advisory (plan)$34,746
CARNOW AND ASSOCIATES, LTD. · Contract administrator$7,055
GREAT WEST LIFE & ANNUITY INS COindirect comp

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$95,798 · 0.52%
2023$103,626 · 0.68%
2022$100,475 · 0.66%
Same employer
Similar plansWholesale Trade · Illinois
National Lift Truck, Inc. IL$20.7M · 0.01%
Ace Wholesale Holdings LLC IL$20.0M · 0.07%
Thk America, Inc. IL$20.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363036801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.