Plan Ledger DOL Form 5500 · updated monthly

Weitzman Management Corporation401(k)

W. C. A. EMPLOYEES 401K SALARY DEFERRAL SAVINGS · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Weitzman Management Corporation reported $80,292 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,280 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 0.13% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,070th-largest of 5,688 plans among Texas employers on file, and the 687th of 2,096 in real estate & leasing. In 2024, employees put in $5.60 for every $1.00 the employer contributed; active participation has shrunk from 192 to 162 since 2022.

Plan summary
Net assets, end of year$19,418,173
Participants with balances170
Active participants162
Employer contributions$207,416
Employee contributions$1,160,552
Employer contribution per active participant$1,280
Average account balance$114,225
Benefits paid to participants$2,003,998
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 170 accts · $207K emplr
2023$17.2M · 171 accts · $195K emplr
2022$14.4M · 176 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,892
Total administrative$80,292
The Weitzman Management Corporation 401(k) match · 2024
Employer contribution per active participant$1,280
Median for plans this size$2,416
2024$1,280 per active participant
2023$1,228 per active participant
2022$1,070 per active participant

Weitzman Management Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
CREATIVE PLANNING HOLD CO, LLCindirect 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$80,292 · 0.44%
2023$48,207 · 0.30%
2022$20,080 · 0.13%
Same employer
Similar plansReal Estate & Leasing · Texas
Main Street Renewal, LLC TX$20.7M · 0.59%
T.L.H. Enterprises, Inc. TX$19.8M · 0.41%
Wingstop Restaurants, Inc. TX$19.7M · 0.78%
South Oxford Management LLC TX$19.3M · 0.69%
Zt Employment Services, LLC TX$18.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751950311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.