Plan Ledger DOL Form 5500 · updated monthly

Wfp Holdings, LLC401(k)

PHARMACY'S 401(K) RETIREMENT PLAN · GREENVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Wfp Holdings, LLC reported $27,863 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,217 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 0.24% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,239th of 3,651), and the 2,538th of 5,215 in retail trade. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,516,771
Participants with balances174
Active participants99
Employer contributions$219,480
Employee contributions$396,288
Employer contribution per active participant$2,217
Average account balance$60,441
Benefits paid to participants$81,864
Plan auditUnmodified (clean) audit opinion
AuditorHILL, BARTH AND KING, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 174 accts · $219K emplr
2023$8.9M · 152 accts · $198K emplr
2022$7.3M · 132 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,863
Total administrative$27,863
The Wfp Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,217
Median for plans this size$1,313
2024$2,217 per active participant
2023$2,000 per active participant
2022$2,034 per active participant

Wfp Holdings, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
ASCENSUS LLC · Recordkeeping · Loan processing$3,080
CETERA ADVISOR NETWORKS · Investment advisory (participants) · Investment advisory (plan)$23,868

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,863 · 0.29%
2023$20,643 · 0.26%
2022$18,711 · 0.24%
Similar plansRetail Trade · Pennsylvania
Urra Company Inc. PA$10.7M · 0.85%
Yoder's Meats, Inc. PA$10.4M · 0.56%
Sherwood Chevrolet Inc. PA$10.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475562545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.