Plan Ledger DOL Form 5500 · updated monthly

Wilson & Company, Inc., Engineers & Architects401(k)

WILSON & COMPANY 401(K) PLAN · ALBUQUERQUE, NM · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Wilson & Company, Inc., Engineers & Architects reported $164,358 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,509 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 0.21% to 0.16%. 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 18th-largest of 290 plans among New Mexico employers on file, and the 1,376th of 11,654 in professional & technical services. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 591 to 684 since 2022.

Plan summary
Net assets, end of year$110,322,164
Participants with balances884
Active participants684
Employer contributions$1,716,442
Employee contributions$5,757,363
Employer contribution per active participant$2,509
Average account balance$124,799
Benefits paid to participants$10,305,674
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$110.3M · 884 accts · $1.7M emplr
2023$96.1M · 914 accts · $1.6M emplr
2022$78.8M · 789 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,920
Investment management$74,312
Audit (IQPA)$14,126
Total administrative$164,358
The Wilson & Company, Inc., Engineers & Architects 401(k) match · 2024
Employer contribution per active participant$2,509
Median for plans this size$3,635
2024$2,509 per active participant
2023$2,557 per active participant
2022$2,267 per active participant

Wilson & Company, Inc., Engineers & Architects's 2024 employer contribution ran below the $3,635 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 · 20244
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$60,000
EMPOWER ADVISORY GROUP, LLC · Investment management$14,312
MOSS ADAMS LLP · Accounting / audit$14,126

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$164,358 · 0.16%
2023$94,393 · 0.11%
2022$183,433 · 0.21%
Same employer
Similar plansProfessional & Technical Services · New Mexico
Bohannan-Huston, Inc. NM$56.7M · 0.21%
Redw LLC NM$35.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481176300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.