Plan Ledger DOL Form 5500 · updated monthly

Wilson Engineers, LLC401(k)

WILSON ENGINEERS 401(K) PLAN · TEMPE, AZ · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Wilson Engineers, LLC reported $63,372 in plan administrative expenses for 2023: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,217 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 1 year on file its reported administrative ratio rose from 0.32% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 416th-largest of 1,285 plans among Arizona employers on file, and 6,212th of 11,654 in professional & technical services. In 2023, employees put in $4.07 for every $1.00 the employer contributed; active participation has grown from 96 to 114 since 2022.

Plan summary
Net assets, end of year$16,616,551
Participants with balances135
Active participants114
Employer contributions$252,755
Employee contributions$1,029,497
Employer contribution per active participant$2,217
Average account balance$123,086
Benefits paid to participants$2,684,945
Plan auditUnmodified (clean) audit opinion
AuditorMANSPERGER PATTERSON & MCMULLIN, PL
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$16.6M · 135 accts · $253K emplr
2022$14.7M · 116 accts · $241K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,635
Investment management$52,737
Total administrative$63,372
The Wilson Engineers, LLC 401(k) match · 2023
Employer contribution per active participant$2,217
Median for plans this size$2,440
2023$2,217 per active participant
2022$2,513 per active participant

Wilson Engineers, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ASCENSUS LLC · Loan processing · Recordkeeping$10,635
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$50,733
CREATIVE PLANNING, LLC. · Investment advisory (plan)$2,004

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

Administrative cost history3
2024Not separately reported
2023$63,372 · 0.41%
2022$50,303 · 0.32%
Similar plansProfessional & Technical Services · Arizona
Equality Health, LLC AZ$18.0M · 0.16%
Telgian Profit Sharing Plan AZ$17.4M · 0.47%
Skidata, Inc. AZ$17.2M · 0.14%
The Money Source AZ$16.2M · 0.98%
Medaire, Inc. AZ$15.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030602570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.