Plan Ledger DOL Form 5500 · updated monthly

Weifield Group Holdings, LLC401(k)

WEIFIELD GROUP 401(K) RETIREMENT PLAN · CENTENNIAL, CO · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Weifield Group Holdings, LLC reported $154,314 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,354 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 0.62% to 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 551st-largest of 1,461 plans among Colorado employers on file, and the 2,136th of 5,337 in construction. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has shrunk from 789 to 703 since 2022.

Plan summary
Net assets, end of year$18,612,254
Participants with balances438
Active participants703
Employer contributions$952,031
Employee contributions$1,869,508
Employer contribution per active participant$1,354
Average account balance$42,494
Benefits paid to participants$2,098,085
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 438 accts · $952K emplr
2023$15.7M · 475 accts · $790K emplr
2022$12.3M · 444 accts · $734K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$154,314
Total administrative$154,314
The Weifield Group Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,354
Median for plans this size$2,416
2024$1,354 per active participant
2023$1,020 per active participant
2022$930 per active participant

Weifield Group Holdings, 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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$87,465
THE RETIREMENT ADVANTAGE · Recordkeeping · Loan processing$27,162
MESIROW FINANCIAL, INC. · Investment advisory (plan)$3,445

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

Recordkeeper by year2
2024THE RETIREMENT ADVANTAGE, Transamerica
2023THE RETIREMENT ADVANTAGE, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$154,314 · 0.90%
2023$95,131 · 0.68%
2022$79,713 · 0.62%
All plans at this employer2
WEIFIELD GROUP 401(K) RETIREMENT PLAN401(k)
THE CONTRACTORS RETIREMENT PLANProfit-sharing plan
Similar plansConstruction · Colorado
Kelley Trucking Inc. CO$19.6M · 0.54%
Jhl Constructors LLC CO$19.5M · 0.69%
Encon United Company CO$18.7M · 0.36%
Longbow Industries CO$18.5M · 0.54%
Greiner Electric, LLC CO$18.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261697361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.