Plan Ledger DOL Form 5500 · updated monthly

William Wallace Enterprises, Inc.401(k)

WALLACE AUTOMOTIVE GROUP 401(K) PLAN · STUART, FL · plan year 2024

Reported admin expense ratio · 2024
0.31%

William Wallace Enterprises, Inc. reported $33,853 in plan administrative expenses for 2024: 0.31% of average plan assets, above 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.

Across the 2 years on file its reported administrative ratio fell from 0.35% to 0.31%. 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 the 1,589th-largest of 3,644 plans among Florida employers on file, and the 2,285th of 5,215 in retail trade. active participation has grown from 333 to 394 since 2022.

Plan summary
Net assets, end of year$11,955,456
Participants with balances423
Active participants394
Employer contributions—
Employee contributions$1,624,459
Employer contribution per active participant—
Average account balance$28,263
Benefits paid to participants$1,065,331
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 423 accts
2023$10.0M · 408 accts
2022$8.1M · 336 accts · $39 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,355
Investment management$6,498
Total administrative$33,853
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 · 20244
CROWE LLP$2,862
THE AIMPOINT GROUP, LLC · Other servicesindirect comp
MORNINGSTAR · Other servicesindirect comp

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$33,853 · 0.31%
2023$31,641 · 0.35%
2022$30,308 · 0.35%
Same employer
Similar plansRetail Trade · Florida
Venus Fashion, Inc. FL$12.6M · 0.07%
Surterra Holdings, Inc. FL$12.3M · 1.24%
Horton Holdings, LLC FL$12.2M · 0.45%
Boniface & Company, Inc. FL$12.0M · 0.51%
Alcora Corporation FL$11.7M · 0.63%
Shoes for Crews LLC FL$11.7M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651023153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.