Plan Ledger DOL Form 5500 · updated monthly

Wheel & Sprocket, Inc.401(k)

WHEEL & SPROCKET, INC. PROFIT SHARING PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Wheel & Sprocket, Inc. reported $150 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $845 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,740th of 1,936), and 4,212th of 5,215 in retail trade. In 2022, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,482,522
Participants with balances89
Active participants121
Employer contributions$102,234
Employee contributions$191,460
Employer contribution per active participant$845
Average account balance$39,129
Benefits paid to participants$3,636
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$150
Total administrative$150
The Wheel & Sprocket, Inc. 401(k) match · 2022
Employer contribution per active participant$845
Median for plans this size$1,114

Wheel & Sprocket, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$150 · 0.00%
Similar plansRetail Trade · Wisconsin
Hayat Pharmacy, LLC WI$3.9M · 0.04%
Chrysler World, Inc. WI$3.7M · 0.42%
R.A.S. Logistics Inc. WI$2.9M · 0.92%
Homan Auto Sales, Inc. WI$2.5M · 0.88%
Wantable, Inc. WI$2.2M · 1.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391233690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.