Plan Ledger DOL Form 5500 · updated monthly

Wh Midwest, LLC dba Wayne Homes401(k)

WH MIDWEST, LLC 401(K) PROFIT SHARING PLAN · UNIONTOWN, OH · plan year 2025

Reported admin expense ratio · 2025
0.62%

Wh Midwest, LLC dba Wayne Homes reported $74,377 in plan administrative expenses for 2025: 0.62% of average plan assets, higher than ~90% of peers. 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 fell from 0.67% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (1,746th of 3,295), and 2,689th of 5,337 in construction.

Plan summary
Net assets, end of year$12,970,919
Participants with balances202
Active participants164
Employer contributions—
Employee contributions$1,041,216
Employer contribution per active participant—
Average account balance$64,212
Benefits paid to participants$765,862
Plan auditUnmodified (clean) audit opinion
Auditor415 GROUP, INC.
Plan history4
Yearassets · accounts · employer contribution
2025$13.0M · 202 accts
2024$11.0M · 190 accts
2023$10.1M · 193 accts
2022$8.4M · 216 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$74,377
Total administrative$74,377
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
VALMARK ADVISERS INC · Investment advisory (plan)$28,523
TRINITY PENSION CONSULTANTS · Contract administrator$13,481
EMPOWER ADVISORY GROUP, LLC · Investment management$7,552

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

Administrative cost history4
2025$74,377 · 0.62%
2024$68,109 · 0.65%
2023$60,527 · 0.65%
2022$63,885 · 0.67%
Same employer
Similar plansConstruction · Ohio
Able Roofing, LLC OH$13.1M · 0.53%
Vec, Inc. OH$12.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300588053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.