Plan Ledger DOL Form 5500 · updated monthly

Willert Home Products, Inc.401(k)

WILLERT HOME PRODUCTS, INC. UNION EMPLOYEES 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Willert Home Products, Inc. reported $7,607 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $2,269 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 0.29% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (1,234th of 1,393), and 12,653rd of 13,661 in manufacturing. In 2024, the employer put in $1.69 for every $1.00 employees contributed themselves; active participation has grown from 96 to 127 since 2022.

Plan summary
Net assets, end of year$2,347,428
Participants with balances105
Active participants127
Employer contributions$288,167
Employee contributions$170,348
Employer contribution per active participant$2,269
Average account balance$22,356
Benefits paid to participants$202,495
Plan auditUnmodified (clean) audit opinion
AuditorHOLT & PATTERSON, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 105 accts · $288K emplr
2023$2.1M · 103 accts · $179K emplr
2022$1.7M · 114 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,089
Investment management$518
Total administrative$7,607
The Willert Home Products, Inc. 401(k) match · 2024
Employer contribution per active participant$2,269
Median for plans this size$1,313
2024$2,269 per active participant
2023$1,788 per active participant
2022$1,224 per active participant

Willert Home Products, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$7,089

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,607 · 0.34%
2023$9,276 · 0.50%
2022$4,913 · 0.29%
Same employer
Similar plansManufacturing · Missouri
Moran Welding, Inc. MO$2.5M · 1.49%
Delong's Inc. MO$2.4M · 1.37%
Sc Pet Food Solutions LLC MO$2.4M · 0.92%
Ohio Beef USA LLC MO$1.9M · 0.44%
Gerald Industries, Inc. MO$1.6M · 0.62%
Doing Steel Inc. MO$1.5M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430678433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.