Plan Ledger DOL Form 5500 · updated monthly

Wdi Hospitality LLC401(k)

WDI HOSPITALITY, LLC 401(K) PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Wdi Hospitality LLC reported $79,913 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $838 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 0.73% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in North Carolina (1,270th of 2,005), and the 702nd of 2,240 in accommodation & food services. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,518,081
Participants with balances344
Active participants271
Employer contributions$227,066
Employee contributions$607,157
Employer contribution per active participant$838
Average account balance$21,855
Benefits paid to participants$903,231
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 344 accts · $227K emplr
2023$6.7M · 481 accts · $170K emplr
2022$6.1M · 418 accts · $72K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,913
Total administrative$79,913
The Wdi Hospitality LLC 401(k) match · 2024
Employer contribution per active participant$838
Median for plans this size$1,313
2024$838 per active participant
2023$573 per active participant
2022$263 per active participant

Wdi Hospitality LLC's 2024 employer contribution ran below the $1,313 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 · 20241
EQUITABLE LIFE INSURANCE CO. · Recordkeeping · Trustee (directed)$66,944

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

Recordkeeper by year2
2024EQUITABLE LIFE INSURANCE CO.
2023EQUITABLE LIFE INSURANCE CO.

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Administrative cost history3
2024$79,913 · 1.12%
2023$52,148 · 0.81%
2022$50,928 · 0.73%
Same employer
Similar plansAccommodation & Food Services · North Carolina
Lwin Family Co., LLC NC$8.9M · 0.32%
Carmel Country Club, Inc. NC$8.9M · 0.31%
Sree Hotels, LLC NC$8.8M · 0.86%
McAndersons Inc. NC$5.6M · 0.26%
Bullard Enterprises LLC NC$5.3M · 0.85%
Winston Hospitality, Inc. NC$4.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651179298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.