Plan Ledger DOL Form 5500 · updated monthly

Willette Acquisition Corp401(k)

ALLIED VAUGHN RETIREMENT SAVINGS PLAN · EDINA, MN · plan year 2022

Reported admin expense ratio · 2022
0.33%

Willette Acquisition Corp reported $15,812 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Minnesota (1,628th of 1,918), and 9,994th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,486,969
Participants with balances67
Active participants134
Employer contributions—
Employee contributions$323,558
Employer contribution per active participant—
Average account balance$66,970
Benefits paid to participants$168,218
Plan auditUnmodified (clean) audit opinion
AuditorBARTON, WALTER & KRIER P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,812
Total administrative$15,812
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,812 · 0.33%
All plans at this employer2
ALLIED VAUGHN RETIREMENT SAVINGS PLAN401(k)
ALLIED VAUGHN EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Minnesota
Fls Connect, LLC MN$5.2M · 0.62%
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Growthzone LLC MN$5.0M · 0.89%
Atomic Data, LLC MN$4.7M · 0.20%
Captionmax LLC MN$4.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411987106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.