Plan Ledger DOL Form 5500 · updated monthly

Wilhoit Properties, Inc.401(k)

WILHOIT PROPERTIES, INC. 401(K) PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Wilhoit Properties, Inc. reported $7,916 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $272 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 rose from 0.13% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Missouri (1,063rd of 1,393), and 1,467th of 2,096 in real estate & leasing. In 2024, employees put in $6.40 for every $1.00 the employer contributed; active participation has grown from 336 to 370 since 2022.

Plan summary
Net assets, end of year$5,426,989
Participants with balances197
Active participants370
Employer contributions$100,514
Employee contributions$642,877
Employer contribution per active participant$272
Average account balance$27,548
Benefits paid to participants$1,003,171
Plan auditUnmodified (clean) audit opinion
AuditorKPM CPAS PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 197 accts · $101K emplr
2023$5.1M · 188 accts · $120K emplr
2022$3.9M · 173 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,916
Total administrative$7,916
The Wilhoit Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$272
Median for plans this size$1,313
2024$272 per active participant
2023$320 per active participant
2022$341 per active participant

Wilhoit Properties, 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.

Service providers · 20241
ADP, INC. · Recordkeeping$7,915

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$7,916 · 0.15%
2023$4,760 · 0.11%
2022$5,387 · 0.13%
Same employer
Similar plansReal Estate & Leasing · Missouri
Mills Group, Inc. MO$6.3M · 0.59%
Maco Management Co., Inc. MO$1.7M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431432852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.