Plan Ledger DOL Form 5500 · updated monthly

Weiler Forestry, Inc.401(k)

WEILER FORESTRY 401(K) PLAN · LAGRANGE, GA · plan year 2023

Reported admin expense ratio · 2023
0.62%

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

Weiler Forestry, Inc. reported $50,166 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,446 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 has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Georgia (1,309th of 2,160), and 478th of 945 in agriculture, forestry & fishing. In 2023, employees put in $2.84 for every $1.00 the employer contributed; active participation has grown from 208 to 270 since 2022.

Plan summary
Net assets, end of year$9,053,780
Participants with balances252
Active participants270
Employer contributions$390,451
Employee contributions$1,109,052
Employer contribution per active participant$1,446
Average account balance$35,928
Benefits paid to participants$952,228
Plan auditUnmodified (clean) audit opinion
AuditorTD&T CPAS AND ADVISORS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $157K emplr
2023$9.1M · 252 accts · $390K emplr
2022$7.2M · 227 accts · $368K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$50,166
Total administrative$50,166
The Weiler Forestry, Inc. 401(k) match · 2023
Employer contribution per active participant$1,446
Median for plans this size$1,308
2023$1,446 per active participant
2022$1,769 per active participant

Weiler Forestry, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
THE FINWAY GROUP, LLC · Contract administrator$31,722
EMPOWER ADVISORY GROUP, LLC · Investment management$6,579

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

Administrative cost history3
2024Not separately reported
2023$50,166 · 0.62%
2022$45,997 · 0.63%
Same employer
Similar plansAgriculture, Forestry & Fishing · Georgia
Mobley Greenhouse, Inc. GA$10.1M · 0.37%
House of Cheatham, LLC GA$6.2M · 0.39%
McCorkle Nurseries, Inc. GA$6.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834327631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.