Plan Ledger DOL Form 5500 · updated monthly

Wasserstrom Holdings, Inc.401(k)

WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Wasserstrom Holdings, Inc. reported $116,307 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $366 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 rose from 0.09% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 386th-largest of 3,295 plans among Ohio employers on file, and the 438th of 4,246 in wholesale trade. In 2024, employees put in $12.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$95,007,675
Participants with balances1,418
Active participants1,056
Employer contributions$387,000
Employee contributions$4,696,334
Employer contribution per active participant$366
Average account balance$67,001
Benefits paid to participants$8,888,812
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.0M · 1,418 accts · $387K emplr
2023$84.9M · 1,422 accts · $530K emplr
2022$72.0M · 1,454 accts · $530K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,307
Total administrative$116,307
The Wasserstrom Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$366
Median for plans this size$3,635
2024$366 per active participant
2023$487 per active participant
2022$459 per active participant

Wasserstrom Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
VANGUARD GROUP, INC. · Recordkeeping · Consulting$119,100

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$116,307 · 0.13%
2023$105,250 · 0.13%
2022$70,247 · 0.09%
Same employer
Similar plansWholesale Trade · Ohio
Gosiger Holdings, Inc. OH$101.6M · 0.17%
Buyers Products Company OH$100.8M · 0.36%
Brg Sports, Inc. OH$99.4M · 0.15%
Perry Protech OH$95.7M · 0.01%
Clarke Power Services, Inc. OH$94.6M · 0.24%
Brothers Trading Co., Inc. OH$94.1M · 0.05%
Meridian Bioscience, Inc. OH$90.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314335700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.