Plan Ledger DOL Form 5500 · updated monthly

Western Extrusions Corporation401(k)

WESTERN EXTRUSIONS RETIREMENT AND SAVINGS PLAN · CARROLLTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Western Extrusions Corporation reported $107,985 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $604 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 3 years on file its reported administrative ratio has held roughly steady near 0.56%. 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 2,002nd-largest of 5,688 plans among Texas employers on file, and the 5,859th of 13,661 in manufacturing. In 2024, employees put in $4.58 for every $1.00 the employer contributed; active participation has grown from 752 to 870 since 2022.

Plan summary
Net assets, end of year$20,397,786
Participants with balances842
Active participants870
Employer contributions$525,787
Employee contributions$2,407,554
Employer contribution per active participant$604
Average account balance$24,225
Benefits paid to participants$2,668,105
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 842 accts · $526K emplr
2023$18.2M · 728 accts · $563K emplr
2022$14.3M · 715 accts · $208K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,380
Investment management$40,605
Total administrative$107,985
The Western Extrusions Corporation 401(k) match · 2024
Employer contribution per active participant$604
Median for plans this size$2,416
2024$604 per active participant
2023$761 per active participant
2022$276 per active participant

Western Extrusions 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$67,380
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$29,499
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,106

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$107,985 · 0.56%
2023$94,238 · 0.58%
2022$83,781 · 0.55%
Same employer
Similar plansManufacturing · Texas
Utex Industries, Inc. TX$20.7M · 0.42%
Alimak Group USA Inc. TX$20.5M · 0.06%
The Shaw Group, LLC TX$20.2M · 0.64%
Garrett Electronics, Inc. TX$20.1M · 0.38%
Venator Materials LLC. TX$19.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751653063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.