Plan Ledger DOL Form 5500 · updated monthly

Wb Holdings, Inc.401(k)

WB HOLDINGS, INC. 401(K) PLAN · ALLENTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Wb Holdings, Inc. reported $35,803 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,001 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 0.07% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 556th-largest of 1,936 plans among Wisconsin employers on file, and the 502nd of 2,677 in transportation & warehousing. In 2024, employees put in $3.29 for every $1.00 the employer contributed; active participation has shrunk from 437 to 359 since 2022.

Plan summary
Net assets, end of year$34,724,225
Participants with balances417
Active participants359
Employer contributions$359,441
Employee contributions$1,182,186
Employer contribution per active participant$1,001
Average account balance$83,272
Benefits paid to participants$3,821,146
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.7M · 417 accts · $359K emplr
2023$31.9M · 428 accts · $393K emplr
2022$28.7M · 419 accts · $393K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,803
Total administrative$35,803
The Wb Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,001
Median for plans this size$2,416
2024$1,001 per active participant
2023$1,016 per active participant
2022$900 per active participant

Wb Holdings, 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 · 20244
BLUE CHIP RETIRMENT PLANS, INC. · Contract administrator$13,258
EMPOWER ADVISORY GROUP,LLC · Investment management$10,162
CAMBRIDGE INVESTMENT RESEARCH INC.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$35,803 · 0.11%
2023$23,234 · 0.08%
2022$22,330 · 0.07%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
N & M Transfer Co., Inc. WI$110.9M · 0.08%
Kspg Holding USA, Inc. WI$88.1M · 0.23%
Warehouse Specialists, LLC WI$66.4M · 0.33%
Midwest Holding Group, Inc. WI$27.7M · 0.46%
Lamers Bus Lines, Inc. WI$26.6M · 0.03%
Wow Logistics Company WI$24.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391676059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.