Plan Ledger DOL Form 5500 · updated monthly

Weinig Holz-Her USA, Inc.401(k)

WEINIG HOLZ-HER USA, INC. PROFIT SHARING PLAN · MOORESVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Weinig Holz-Her USA, Inc. reported $27,272 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,343 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 744th-largest of 2,005 plans among North Carolina employers on file, and the 1,904th of 4,246 in wholesale trade. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,784,319
Participants with balances214
Active participants179
Employer contributions$598,358
Employee contributions$1,284,862
Employer contribution per active participant$3,343
Average account balance$92,450
Benefits paid to participants$3,681,560
Plan auditUnmodified (clean) audit opinion
AuditorMARTIN STARNES & ASSOCIATES, CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,272
Total administrative$27,272
The Weinig Holz-Her USA, Inc. 401(k) match · 2024
Employer contribution per active participant$3,343
Median for plans this size$2,416

Weinig Holz-Her USA, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,272

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

Administrative cost history1
2024$27,272 · 0.14%
Same employer
Similar plansWholesale Trade · North Carolina
Medi USA, LP NC$23.1M · 0.17%
Patterson Pope, Inc NC$21.0M · 0.35%
Rhino Assembly Company, LLC NC$19.2M · 0.40%
Weinig Holz-Her USA, Inc. NC$19.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561183333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.