Plan Ledger DOL Form 5500 · updated monthly

Wei-Chuan, U.S.A., Inc.Profit-sharing plan

WEI-CHUAN, U.S.A., INC. DISCRETIONARY CONTRIBUTION PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Wei-Chuan, U.S.A., Inc. reported $209,550 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,110 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 3 years on file its reported administrative ratio has held roughly steady near 0.97%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,203rd-largest of 9,483 plans among California employers on file, and the 5,268th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$23,974,538
Participants with balances296
Active participants292
Employer contributions$1,200,000
Employee contributions$0
Employer contribution per active participant$4,110
Average account balance$80,995
Benefits paid to participants$676,385
Plan auditUnmodified (clean) audit opinion
AuditorLEUNG, KUNG, CHEN & CO
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 296 accts · $1.2M emplr
2023$19.1M · 282 accts · $1.2M emplr
2022$15.0M · 279 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,299
Investment management$204,251
Total administrative$209,550
Employer contributions to the Wei-Chuan, U.S.A., Inc. plan · 2024
Employer contribution per active participant$4,110
Median for plans this size$2,416
2024$4,110 per active participant
2023$4,240 per active participant
2022$4,496 per active participant

Wei-Chuan, U.S.A., 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 · 20242
WELLS FARGO FIRST CLEARING LLC. · Securities brokerageindirect comp
PERSHING LLC · Securities brokerageindirect 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$209,550 · 0.97%
2023$164,679 · 0.97%
2022$164,095 · 0.99%
Similar plansManufacturing · California
Palomar Technologies, Inc. CA$24.3M · 0.18%
John Boyd Enterprises Inc CA$24.2M · 0.42%
The Lyman Group, Inc. CA$24.2M · 0.16%
Emerald Packaging, Inc. CA$24.0M · 0.35%
Asahi Intecc USA, Inc. CA$24.0M · 0.67%
R & S Erection, Inc. CA$23.7M · 0.06%
Surefire, LLC CA$23.7M · 0.37%
Summit Interconnect, Inc. CA$23.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952776179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.