Plan Ledger DOL Form 5500 · updated monthly

Wilke Window & Door Company Inc.401(k)

WILKE WINDOW & DOOR COMPANY INC. PROFIT SHARING & SAVINGS PLAN · BELLEVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Wilke Window & Door Company Inc. reported $27,125 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $544 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 0.32% to 0.27%. 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 Illinois (2,322nd of 3,702), and the 2,488th of 5,215 in retail trade. In 2024, employees put in $6.82 for every $1.00 the employer contributed; active participation has grown from 116 to 130 since 2022.

Plan summary
Net assets, end of year$10,781,942
Participants with balances144
Active participants130
Employer contributions$70,748
Employee contributions$482,636
Employer contribution per active participant$544
Average account balance$74,875
Benefits paid to participants$370,936
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 144 accts · $71K emplr
2023$9.3M · 121 accts · $77K emplr
2022$8.5M · 120 accts · $72K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,786
Investment management$16,339
Audit (IQPA)$3,000
Total administrative$27,125
The Wilke Window & Door Company Inc. 401(k) match · 2024
Employer contribution per active participant$544
Median for plans this size$2,416
2024$544 per active participant
2023$698 per active participant
2022$624 per active participant

Wilke Window & Door Company Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,339
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,786

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$27,125 · 0.27%
2023$27,222 · 0.31%
2022$29,320 · 0.32%
Similar plansRetail Trade · Illinois
Hickory Farms, LLC IL$11.2M · 0.56%
B2B Industrial Packaging IL$11.1M · 0.55%
Worden-Martin Inc IL$10.7M · 0.54%
The Glik Company IL$10.6M · 0.37%
Sutton Ford, Inc. IL$10.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371073113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.