Plan Ledger DOL Form 5500 · updated monthly

Wight & Company401(k)

WIGHT & COMPANY 401(K) PLAN · DARIEN, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Wight & Company reported $87,434 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,740 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 0.239%. 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 1,122nd-largest of 3,702 plans among Illinois employers on file, and the 3,402nd of 11,654 in professional & technical services. In 2024, employees put in $3.98 for every $1.00 the employer contributed; active participation has grown from 188 to 211 since 2022.

Plan summary
Net assets, end of year$38,581,212
Participants with balances276
Active participants211
Employer contributions$578,221
Employee contributions$2,301,606
Employer contribution per active participant$2,740
Average account balance$139,787
Benefits paid to participants$3,649,038
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$38.6M · 276 accts · $578K emplr
2023$34.7M · 275 accts · $541K emplr
2022$29.6M · 249 accts · $347K emplr
The Wight & Company 401(k) match · 2024
Employer contribution per active participant$2,740
Median for plans this size$2,416
2024$2,740 per active participant
2023$2,602 per active participant
2022$1,844 per active participant

Wight & Company's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$53,292
FORVIS WEALTH ADVISORS, LLC · Recordkeeping · Loan processing$3,752
FOVIS WEALTH ADVISORS · Investment advisory (plan)$30,390

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

Recordkeeper by year2
2024FORVIS WEALTH ADVISORS, LLC, Transamerica
2023FORVIS WEALTH ADVISORS, LLC, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,434 · 0.24%
2023$81,159 · 0.25%
2022$75,610 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Illinois
Pctel, Inc. IL$39.0M · 0.30%
Porte Brown LLC IL$38.8M · 0.06%
Q-Centrix LLC IL$38.7M · 0.31%
Levenfeld Pearlstein, LLC IL$38.5M · 0.05%
Klingner & Associates, P.C. IL$38.5M · 0.18%
Tressler LLP IL$38.1M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362605840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.