Plan Ledger DOL Form 5500 · updated monthly

Whirlwind Steel Buildings, Inc.401(k)

WHIRLWIND STEEL BUILDINGS, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.64%

Whirlwind Steel Buildings, Inc. reported $130,210 in plan administrative expenses for 2024: 0.64% 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 2 years on file its reported administrative ratio rose from 0.56% to 0.64%. 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 1,938th-largest of 5,688 plans among Texas employers on file, and the 5,682nd of 13,661 in manufacturing. active participation has grown from 507 to 680 since 2022.

Plan summary
Net assets, end of year$21,355,464
Participants with balances773
Active participants680
Employer contributions—
Employee contributions$3,024,899
Employer contribution per active participant—
Average account balance$27,627
Benefits paid to participants$3,483,494
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS & INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 773 accts
2023$19.4M · 976 accts
2022$15.9M · 587 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,306
Investment management$39,904
Total administrative$130,210
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
JOHN HANCOCK RETIREMENT PLAN SRVCS. · Loan processing · Recordkeeping$90,306
OPPENHEIMER & CO, INC. · Investment advisory (plan)$39,904

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$130,210 · 0.64%
2023$101,202 · 0.57%
2022$95,688 · 0.56%
Same employer
Similar plansManufacturing · Texas
Lion Elastomers LLC Union TX$21.8M · 0.20%
Ludlum Measurements, Inc. TX$21.8M · 0.48%
Texas Scenic Company, Inc TX$21.8M · 0.00%
Canoo Technologies Inc. TX$21.6M · 0.25%
Hobas Pipe USA, Inc. TX$20.8M · 0.09%
Inhance Technologies, LLC TX$20.8M · 0.38%
National Presort, LP TX$20.7M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760366138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.