Plan Ledger DOL Form 5500 · updated monthly

Wgm Group, Inc.401(k)

WGM GROUP, INC. 401(K) PROFIT SHARING PLAN · MISSOULA, MT · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Wgm Group, Inc. reported $35,737 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $10,338 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 0.200%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 76th-largest of 229 plans among Montana employers on file, and the 5,718th of 11,654 in professional & technical services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,148,223
Participants with balances128
Active participants102
Employer contributions$1,054,495
Employee contributions$887,961
Employer contribution per active participant$10,338
Average account balance$149,595
Benefits paid to participants$1,380,390
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 128 accts · $1.1M emplr
2023$16.6M · 130 accts · $1.1M emplr
2022$12.7M · 124 accts · $374K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,572
Investment management$7,563
Total administrative$35,737
The Wgm Group, Inc. 401(k) match · 2024
Employer contribution per active participant$10,338
Median for plans this size$2,416
2024$10,338 per active participant
2023$10,524 per active participant
2022$3,428 per active participant

Wgm Group, Inc.'s 2024 employer contribution ran above the $2,416 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
ACEC RETIREMENT TRUST$25,602
EMPOWER ADVISORY GROUP, LLC · Investment management$7,563

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$35,737 · 0.20%
2023$31,545 · 0.22%
2022$24,409 · 0.20%
Similar plansProfessional & Technical Services · Montana
Dj&A, P.C. MT$19.3M · 0.18%
A&E Design, Inc. MT$18.9M · 0.68%
Xtant Medical Inc. MT$13.5M · 0.04%
Foundant Technologies MT$10.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810382876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.