Plan Ledger DOL Form 5500 · updated monthly

Wdi, LLC401(k)

WDI, LLC 401(K) PLAN · SUN PRAIRIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Wdi, LLC reported $120,618 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,837 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 0.45% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 624th-largest of 1,936 plans among Wisconsin employers on file, and the 1,328th of 4,246 in wholesale trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,815,655
Participants with balances317
Active participants236
Employer contributions$433,602
Employee contributions$889,452
Employer contribution per active participant$1,837
Average account balance$97,210
Benefits paid to participants$2,019,008
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$30.8M · 317 accts · $434K emplr
2023$27.3M · 329 accts · $439K emplr
2022$22.5M · 326 accts · $428K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,411
Investment management$103,457
Audit (IQPA)$11,750
Total administrative$120,618
The Wdi, LLC 401(k) match · 2024
Employer contribution per active participant$1,837
Median for plans this size$2,416
2024$1,837 per active participant
2023$1,756 per active participant
2022$1,724 per active participant

Wdi, LLC's 2024 employer contribution ran below 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$108,868
SVA CERTIFIED PUBLIC ACCOUNTANTS SC · Accounting / audit$11,750

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$120,618 · 0.42%
2023$108,074 · 0.43%
2022$109,509 · 0.45%
Same employer
Similar plansWholesale Trade · Wisconsin
Diesel Forward, Inc. WI$33.2M · 0.22%
Alpha Source LLC WI$33.1M · 0.30%
Chambers & Owen, Inc. WI$33.0M · 0.25%
Reinders, Inc. WI$30.9M · 0.33%
Certco, Inc. WI$29.3M · 0.19%
Gs Global Resources, Inc. WI$28.2M · 0.17%
R.J. Schinner Co., Inc. WI$27.4M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204213074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.