Plan Ledger DOL Form 5500 · updated monthly

Wild Roots Market Inc401(k)

WILD ROOTS MARKET INC 401(K) PROFIT SHARING PLAN & TRUST · BOULDER CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Wild Roots Market Inc reported $6,404 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,673rd of 9,483), and 4,889th of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,270,740
Participants with balances103
Active participants76
Employer contributions$0
Employee contributions$88,747
Employer contribution per active participant$0
Average account balance$12,337
Benefits paid to participants$19,340
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 103 accts
2023$1.1M · 105 accts
2022$914K · 107 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$442
Investment management$5,102
Trustee / custodial$860
Total administrative$6,404
The Wild Roots Market Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Wild Roots Market Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history3
2024$6,404 · 0.54%
2023$5,293 · 0.53%
2022$5,136 · 0.53%
Similar plansRetail Trade · California
Gahh LLC CA$1.4M · 0.73%
R Ranch Market, Inc. CA$1.3M · 0.37%
Champion Windows Inc CA$1.2M · 0.43%
Mass Automotive Group LLC CA$1.2M · 2.09%
Sanctuary Clothing LLC CA$1.2M · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942299270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.