Plan Ledger DOL Form 5500 · updated monthly

Wayne Perry, Inc.401(k)

WAYNE PERRY, INC. AND FUELING & SERVICE TECHNOLOGIES, INC. 401(K) PLAN · BUENA PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Wayne Perry, Inc. reported $27,390 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,260 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 0.16% to 0.10%. 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 2,734th-largest of 9,483 plans among California employers on file, and the 4,277th of 11,654 in professional & technical services. In 2024, employees put in $5.60 for every $1.00 the employer contributed; active participation has grown from 258 to 297 since 2022.

Plan summary
Net assets, end of year$29,116,527
Participants with balances326
Active participants297
Employer contributions$374,090
Employee contributions$2,096,614
Employer contribution per active participant$1,260
Average account balance$89,315
Benefits paid to participants$2,420,906
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 326 accts · $374K emplr
2023$25.8M · 312 accts · $333K emplr
2022$21.5M · 300 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,839
Investment management$22,551
Total administrative$27,390
The Wayne Perry, Inc. 401(k) match · 2024
Employer contribution per active participant$1,260
Median for plans this size$2,416
2024$1,260 per active participant
2023$1,232 per active participant
2022$1,148 per active participant

Wayne Perry, Inc.'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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$22,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,839

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$27,390 · 0.10%
2023$27,657 · 0.12%
2022$36,306 · 0.16%
Same employer
Similar plansProfessional & Technical Services · California
Dmg Corporation CA$29.4M · 0.20%
Servicemax, Inc. CA$29.3M · 0.29%
Contrast Security, Inc. CA$29.3M · 0.09%
Cytomx Therapeutics Inc. CA$29.1M · 0.04%
Owl Companies CA$29.1M · 0.47%
Brain Corporation CA$29.0M · 0.20%
Acorns Grow, Inc. CA$28.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952880827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.