Plan Ledger DOL Form 5500 · updated monthly

Wentwood Companies, Inc.401(k)

WENTWOOD COMPANIES 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Wentwood Companies, Inc. reported $35,320 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $2,406 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 0.56% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,992nd of 5,688), and 1,493rd of 2,096 in real estate & leasing. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,212,259
Participants with balances182
Active participants167
Employer contributions$401,787
Employee contributions$568,591
Employer contribution per active participant$2,406
Average account balance$28,639
Benefits paid to participants$568,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 182 accts · $402K emplr
2023$4.0M · 242 accts · $325K emplr
2022$4.5M · 166 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,203
Investment management$11,874
Total administrative$35,320
The Wentwood Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,406
Median for plans this size$1,313
2024$2,406 per active participant
2023$1,968 per active participant
2022$1,762 per active participant

Wentwood Companies, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
NFP RETIREMENT INC · Investment advisory (plan)$11,874
FLEXPATH STRATEGIES LLC$2,243

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$35,320 · 0.77%
2023$30,180 · 0.71%
2022$27,078 · 0.56%
Same employer
Similar plansReal Estate & Leasing · Texas
Sueba USA Corporation TX$5.7M · 0.08%
Columbia IT Inc. TX$5.4M · 0.06%
Goodwin Management, Inc. TX$5.0M · 0.91%
Psw Home, LLC TX$4.9M · 0.72%
Msi Acquisitions, LLC TX$4.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832138839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.