Plan Ledger DOL Form 5500 · updated monthly

Wilhelm Construction, Inc.401(k)

WILHELM CONSTRUCTION, INC. 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Wilhelm Construction, Inc. reported $73,824 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,362 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 0.21% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 327th-largest of 1,562 plans among Indiana employers on file, and the 1,181st of 5,337 in construction. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has grown from 483 to 638 since 2022.

Plan summary
Net assets, end of year$42,715,250
Participants with balances683
Active participants638
Employer contributions$1,507,112
Employee contributions$4,888,893
Employer contribution per active participant$2,362
Average account balance$62,541
Benefits paid to participants$4,121,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.7M · 683 accts · $1.5M emplr
2023$33.3M · 587 accts · $1.2M emplr
2022$26.9M · 477 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,824
Investment management$22,000
Total administrative$73,824
The Wilhelm Construction, Inc. 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$2,416
2024$2,362 per active participant
2023$2,100 per active participant
2022$1,617 per active participant

Wilhelm Construction, Inc.'s 2024 employer contribution ran below 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$51,824
SHEPHERD FINANCIAL INVESTMENT ADV · Investment advisory (plan)$22,000

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$73,824 · 0.19%
2023$63,161 · 0.21%
2022$62,551 · 0.21%
Same employer
Similar plansConstruction · Indiana
Badger Daylighting Corp. IN$45.2M · 0.36%
Fbi Buildings, Inc. IN$35.6M · 0.16%
Adkev, Inc. IN$33.5M · 0.39%
Koetter Construction Inc IN$33.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352121830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.