Plan Ledger DOL Form 5500 · updated monthly

Wiley X, Inc 401(K) Plan & Trust401(k)

WILEY X, INC. 401(K) PLAN & TRUST · FRISCO, TX · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Wiley X, Inc 401(K) Plan & Trust reported $61,412 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,535 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 0.60% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (2,880th of 5,688), and the 2,375th of 5,215 in retail trade. In 2024, employees put in $2.34 for every $1.00 the employer contributed; active participation has shrunk from 139 to 92 since 2022.

Plan summary
Net assets, end of year$11,376,377
Participants with balances140
Active participants92
Employer contributions$233,205
Employee contributions$545,742
Employer contribution per active participant$2,535
Average account balance$81,260
Benefits paid to participants$2,164,811
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 140 accts · $233K emplr
2023$11.2M · 157 accts · $168K emplr
2022$9.1M · 171 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,363
Investment management$49
Total administrative$61,412
The Wiley X, Inc 401(K) Plan & Trust 401(k) match · 2024
Employer contribution per active participant$2,535
Median for plans this size$2,416
2024$2,535 per active participant
2023$1,385 per active participant
2022$1,426 per active participant

Wiley X, Inc 401(K) Plan & Trust'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$61,363
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
NH HICKS · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$61,412 · 0.54%
2023$63,880 · 0.63%
2022$59,639 · 0.60%
Same employer
Similar plansRetail Trade · Texas
Snell Motor Company, Inc. TX$11.7M · 0.71%
Scoggin Dickey Chevrolet TX$11.6M · 0.60%
Grothues Brothers Holdings TX$11.6M · 0.03%
Neora, LLC TX$11.5M · 0.20%
Ag-Power TX$11.3M · 0.04%
Palm Beach Tan Inc. TX$11.3M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770162376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.