Wegman Capital LLC401(k)
WEGMAN CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST · DALLAS, TX · plan year 2024
Wegman Capital LLC reported $27,450 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,192nd of 5,688), and 9,983rd of 11,654 in professional & technical services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 814416937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.