Plan Ledger DOL Form 5500 · updated monthly

Water Environment Federation401(k)

WATER ENVIRONMENT FEDERATION 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Water Environment Federation reported $75,438 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $7,250 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 3 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 866th-largest of 2,266 plans among Virginia employers on file, and the 893rd of 3,341 in other services. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has shrunk from 94 to 84 since 2022.

Plan summary
Net assets, end of year$24,375,469
Participants with balances136
Active participants84
Employer contributions$609,010
Employee contributions$841,188
Employer contribution per active participant$7,250
Average account balance$179,231
Benefits paid to participants$3,544,258
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 136 accts · $609K emplr
2023$23.4M · 135 accts · $592K emplr
2022$20.6M · 134 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,852
Investment management$35,386
Audit (IQPA)$11,200
Total administrative$75,438
The Water Environment Federation 401(k) match · 2024
Employer contribution per active participant$7,250
Median for plans this size$2,416
2024$7,250 per active participant
2023$6,509 per active participant
2022$6,001 per active participant

Water Environment Federation's 2024 employer contribution ran above the $2,416 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.

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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$35,386
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,852
BETHKE CPA, LLC · Accounting / audit$11,200

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$75,438 · 0.32%
2023$58,921 · 0.27%
2022$70,580 · 0.31%
Similar plansOther Services · Virginia
Techlaw Consultants, Inc. VA$25.2M · 0.38%
Avixa, Inc. VA$24.1M · 0.35%
Operation Smile, Inc. VA$23.3M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 530225129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.