Plan Ledger DOL Form 5500 · updated monthly

Wilbur-Ellis Holdings, Inc.401(k)

WILBUR-ELLIS 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Wilbur-Ellis Holdings, Inc. reported $236,685 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,389 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 2 years on file its reported administrative ratio fell from 0.08% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 328th-largest of 9,483 plans among California employers on file, and the 122nd of 4,246 in wholesale trade. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has shrunk from 3,259 to 2,889 since 2022.

Plan summary
Net assets, end of year$398,035,098
Participants with balances4,710
Active participants2,889
Employer contributions$9,790,938
Employee contributions$21,867,141
Employer contribution per active participant$3,389
Average account balance$84,509
Benefits paid to participants$47,567,085
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$398.0M · 4,710 accts · $9.8M emplr
2023$362.8M · 4,825 accts · $7.8M emplr
2022$324.7M · 4,549 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$236,685
Total administrative$236,685
The Wilbur-Ellis Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,389
Median for plans this size$4,294
2024$3,389 per active participant
2023$2,592 per active participant
2022$1,929 per active participant

Wilbur-Ellis Holdings, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$236,685

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$236,685 · 0.06%
2023$218,197 · 0.06%
2022$273,244 · 0.08%
Same employer
Similar plansWholesale Trade · California
Red Bull North America, Inc. CA$419.6M · 0.10%
Patagonia Works CA$405.0M · 0.04%
Resmed Corp. CA$400.6M · 0.09%
Orora Packaging Solutions CA$304.2M · 0.01%
Peterson Holding Company CA$295.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462652182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.