Plan Ledger DOL Form 5500 · updated monthly

Welker, Inc.401(k)

WELKER, INC. 401(K) PROFIT SHARING PLAN & TRUST · SUGAR LAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Welker, Inc. reported $5,612 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,792 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 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,477th-largest of 5,688 plans among Texas employers on file, and 7,230th of 13,661 in manufacturing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,545,531
Participants with balances106
Active participants103
Employer contributions$287,535
Employee contributions$517,795
Employer contribution per active participant$2,792
Average account balance$137,222
Benefits paid to participants$2,079,457
Plan auditUnmodified (clean) audit opinion
AuditorCALVIN MARTIN & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 106 accts · $288K emplr
2023$13.6M · 93 accts · $240K emplr
2022$11.4M · 106 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,098
Investment management$14
Total administrative$5,612
The Welker, Inc. 401(k) match · 2024
Employer contribution per active participant$2,792
Median for plans this size$2,416
2024$2,792 per active participant
2023$2,896 per active participant
2022$2,214 per active participant

Welker, 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
THE AIMPOINT GROUP · Other servicesindirect 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$5,612 · 0.04%
2023$12,262 · 0.10%
2022$4,213 · 0.03%
Same employer
Similar plansManufacturing · Texas
Rigid Global Buildings LLC TX$14.7M · 0.04%
American Innovations, LTD. TX$14.6M · 0.03%
Hdh Instruments, LP TX$14.5M · 0.13%
Epsilyte Holdings, LLC TX$14.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741760465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.