Plan Ledger DOL Form 5500 · updated monthly

Wilkinson Barker Knauer, LLP401(k)

WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Wilkinson Barker Knauer, LLP reported $78,809 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $13,280 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 0.10% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 125th-largest of 618 plans among District of Columbia employers on file, and the 2,139th of 11,654 in professional & technical services. In 2024, employees put in $1.28 for every $1.00 the employer contributed; active participation has grown from 104 to 123 since 2022.

Plan summary
Net assets, end of year$67,238,653
Participants with balances160
Active participants123
Employer contributions$1,633,448
Employee contributions$2,091,103
Employer contribution per active participant$13,280
Average account balance$420,242
Benefits paid to participants$2,864,598
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.2M · 160 accts · $1.6M emplr
2023$57.6M · 164 accts · $1.6M emplr
2022$49.0M · 152 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,271
Investment management$54,106
Total administrative$78,809
The Wilkinson Barker Knauer, LLP 401(k) match · 2024
Employer contribution per active participant$13,280
Median for plans this size$3,635
2024$13,280 per active participant
2023$13,213 per active participant
2022$15,998 per active participant

Wilkinson Barker Knauer, LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$54,106
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$433

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$78,809 · 0.13%
2023$65,920 · 0.12%
2022$57,387 · 0.10%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Keller and Heckman LLP DC$84.6M · 0.11%
Hwg LLP DC$72.2M · 0.01%
American Gas Association DC$61.7M · 0.04%
Studios Architecture DC$61.6M · 0.14%
Palladium Group Global LLC DC$61.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521264167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.