Plan Ledger DOL Form 5500 · updated monthly

Weeks & Irvine, LLC401(k)

WEEKS & IRVINE, LLC 401(K) PROFIT SHARING PLAN · LADSON, SC · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Weeks & Irvine, LLC reported $18,345 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $2,059 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in South Carolina (587th of 807), and 9,966th of 11,654 in professional & technical services. In 2022, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,542,265
Participants with balances99
Active participants107
Employer contributions$220,334
Employee contributions$396,509
Employer contribution per active participant$2,059
Average account balance$45,881
Benefits paid to participants$316,902
Plan auditUnmodified (clean) audit opinion
AuditorDCPAS, LLC DBA DAVIS & COMPANY CPAS
The Weeks & Irvine, LLC 401(k) match · 2022
Employer contribution per active participant$2,059
Median for plans this size$1,114

Weeks & Irvine, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,345 · 0.38%
Similar plansProfessional & Technical Services · South Carolina
Allsource Enterprises LLC SC$5.9M · 0.79%
Quant Systems, Inc SC$5.5M · 0.18%
Itc Defense Corp SC$4.8M · 0.59%
Diesel Laptops, LLC SC$3.4M · 0.95%
Bertrandt US, Inc. SC$2.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274018562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.