Plan Ledger DOL Form 5500 · updated monthly

Widelity Inc.401(k)

WIDELITY INC 401K PROFIT SHARING PLAN AND TRUST · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.40%

Widelity Inc. reported $28,018 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,608th of 2,266), and 8,733rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,892,582
Participants with balances130
Active participants93
Employer contributions—
Employee contributions$927,741
Employer contribution per active participant—
Average account balance$60,712
Benefits paid to participants$271,150
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,018
Total administrative$28,018
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
CAPITOL SECURITIES MANAGEMENT · Recordkeeping · Trustee$26,052
ADP, INC. · Loan processing · Recordkeeping$1,965

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

Administrative cost history1
2024$28,018 · 0.40%
Similar plansProfessional & Technical Services · Virginia
Mlt Systems LLC VA$8.0M · 0.10%
Thor Solutions, LLC VA$7.9M · 0.57%
Doma Technologies LLC VA$7.9M · 0.36%
Compqsoft, Inc. VA$7.9M · 0.19%
Inmotion Hosting Inc. VA$7.8M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204981626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.