Plan Ledger DOL Form 5500 · updated monthly

Watg Holdings, Inc.401(k)

WIMBERLY ALLISON TONG & GOO, INC. 401(K) PROFIT SHARING PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Watg Holdings, Inc. reported $156,169 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,654 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 0.06% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,867th-largest of 9,483 plans among California employers on file, and the 2,910th of 11,654 in professional & technical services. In 2024, employees put in $2.75 for every $1.00 the employer contributed; active participation has grown from 181 to 229 since 2022.

Plan summary
Net assets, end of year$46,857,194
Participants with balances367
Active participants229
Employer contributions$836,780
Employee contributions$2,300,815
Employer contribution per active participant$3,654
Average account balance$127,676
Benefits paid to participants$4,872,436
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$46.9M · 367 accts · $837K emplr
2023$42.2M · 305 accts · $357K emplr
2022$38.0M · 281 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,280
Investment management$39,500
Total administrative$156,169
The Watg Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,654
Median for plans this size$2,416
2024$3,654 per active participant
2023$1,840 per active participant
2022$1,301 per active participant

Watg Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$103,280
CAPTRUST FINANCIAL ADVISORS$39,500

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$156,169 · 0.35%
2023$97,301 · 0.24%
2022$26,449 · 0.06%
Same employer
Similar plansProfessional & Technical Services · California
Green Hasson & Janks LLP CA$47.2M · 0.13%
Dahlin Group, Inc. CA$47.2M · 0.00%
Insight Investments Corp. CA$46.9M · 0.22%
Geron Corporation CA$46.3M · 0.16%
Omada Health, Inc. CA$45.8M · 0.22%
Complete Genomics Inc. CA$45.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204469303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.