Plan Ledger DOL Form 5500 · updated monthly

Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC401(k)

WEINBERG, WHEELER, HUDGINS, GUNN & DIAL, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC reported $385,582 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~90% of peers. Employer contributions averaged $13,167 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 1 year on file its reported administrative ratio rose from 0.44% to 0.53%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 341st-largest of 2,160 plans among Georgia employers on file, and the 1,857th of 11,654 in professional & technical services. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$78,378,006
Participants with balances236
Active participants162
Employer contributions$2,133,052
Employee contributions$1,719,877
Employer contribution per active participant$13,167
Average account balance$332,110
Benefits paid to participants$2,909,010
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$78.4M · 236 accts · $2.1M emplr
2023$67.2M · 216 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,529
Investment management$344,961
Total administrative$385,582
The Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC 401(k) match · 2024
Employer contribution per active participant$13,167
Median for plans this size$3,635
2024$13,167 per active participant
2023$13,171 per active participant

Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history2
2024$385,582 · 0.53%
2023$269,164 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Georgia
Descartes Systems USA LLC GA$83.3M · 0.23%
Savista, LLC GA$81.3M · 0.24%
New Benevis, Inc GA$79.1M · 0.50%
Epi-Use America Inc GA$77.2M · 0.03%
Cooper Carry, Inc. GA$72.2M · 0.34%
Mauldin & Jenkins, LLC GA$70.5M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582482895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.