Plan Ledger DOL Form 5500 · updated monthly

Warehouse Market, Inc.401(k)

WAREHOUSE MARKET, INC. PROFIT SHARING 401(K) RETIREMENT PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.54%

Warehouse Market, Inc. reported $21,706 in plan administrative expenses for 2024: 0.54% 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 0.62% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oklahoma (573rd of 724), and 4,006th of 5,215 in retail trade. active participation has shrunk from 206 to 166 since 2022.

Plan summary
Net assets, end of year$4,151,535
Participants with balances118
Active participants166
Employer contributions—
Employee contributions$129,068
Employer contribution per active participant—
Average account balance$35,183
Benefits paid to participants$240,033
Plan auditUnmodified (clean) audit opinion
AuditorWEST & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 118 accts
2023$3.9M · 146 accts
2022$3.7M · 154 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$906
Audit (IQPA)$14,000
Total administrative$21,706
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
WELLS FARGO ADVISORS FINANCIAL NETWindirect comp
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)indirect 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$21,706 · 0.54%
2023$23,349 · 0.61%
2022$26,092 · 0.62%
Similar plansRetail Trade · Oklahoma
Oncue Marketing, LLC OK$6.7M · 1.97%
Hammer Williams Company OK$3.9M · 1.04%
Setco, Inc. OK$3.8M · 2.24%
Defcon Powersports LLC OK$3.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730501598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.