Plan Ledger DOL Form 5500 · updated monthly

Wd Partners, Inc.401(k)

W D PARTNERS PROFIT SHARING PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Wd Partners, Inc. reported $74,547 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,649 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 0.23% to 0.20%. 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 772nd-largest of 3,295 plans among Ohio employers on file, and the 3,322nd of 11,654 in professional & technical services. In 2024, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,693,475
Participants with balances380
Active participants285
Employer contributions$755,023
Employee contributions$2,787,075
Employer contribution per active participant$2,649
Average account balance$104,457
Benefits paid to participants$3,373,238
Plan auditUnmodified (clean) audit opinion
AuditorWHALEN & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$39.7M · 380 accts · $755K emplr
2023$33.5M · 370 accts · $619K emplr
2022$25.8M · 357 accts · $551K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,872
Investment management$32,000
Audit (IQPA)$17,675
Total administrative$74,547
The Wd Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,649
Median for plans this size$2,416
2024$2,649 per active participant
2023$2,150 per active participant
2022$1,940 per active participant

Wd Partners, 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 · 20244
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$32,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,872
WHALEN & COMPANY, CPAS · Accounting / audit$17,675
MORGAN STANLEY SMITH BARNEYindirect 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$74,547 · 0.20%
2023$65,957 · 0.22%
2022$62,632 · 0.23%
Same employer
Similar plansProfessional & Technical Services · Ohio
G2O, LLC OH$42.1M · 0.07%
Ues, Inc. OH$42.0M · 0.06%
Marketvision Research, Inc. OH$39.9M · 0.13%
Barnes, Dennig & Co., LTD. OH$39.3M · 0.62%
Terillium, Inc. OH$38.9M · 0.10%
Jedson Engineering, Inc. OH$38.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311451869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.