Plan Ledger DOL Form 5500 · updated monthly

Wilson Enterprises, Inc.401(k)

WILSON ENTERPRISES, INC. 401(K) PLAN · COLUMBUS, OH · plan year 2023

Reported admin expense ratio · 2023
0.81%

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

Wilson Enterprises, Inc. reported $58,581 in plan administrative expenses for 2023: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,124 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 0.76% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,205th of 3,295), and 3,064th of 5,215 in retail trade. In 2023, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,909,872
Participants with balances208
Active participants383
Employer contributions$430,670
Employee contributions$694,500
Employer contribution per active participant$1,124
Average account balance$38,028
Benefits paid to participants$782,763
Plan auditUnmodified (clean) audit opinion
AuditorBLUE & CO
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 67 accts · $105K emplr
2023$7.9M · 208 accts · $431K emplr
2022$6.5M · 215 accts · $397K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,238
Investment management$24,343
Total administrative$58,581
The Wilson Enterprises, Inc. 401(k) match · 2023
Employer contribution per active participant$1,124
Median for plans this size$1,308
2024$458 per active participant
2023$1,124 per active participant
2022$1,094 per active participant

Wilson Enterprises, Inc.'s 2023 employer contribution ran below the $1,308 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
ADP, INC. · Loan processing · Recordkeeping$34,237
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$12,656
THE HUNTINGTON NATIONAL BANK · Recordkeeping · Trustee$11,686

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC., THE HUNTINGTON NATIONAL BANK

This plan has changed recordkeepers within these filings. If you left Wilson Enterprises, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,749 · 0.61%
2023$58,581 · 0.81%
2022$50,924 · 0.76%
Same employer
Similar plansRetail Trade · Ohio
Charlie's Toledo, Inc. OH$8.1M · 0.14%
August Corso Sons Inc OH$8.1M · 0.09%
Jungle Jim's Market, Inc. OH$7.8M · 0.68%
L.D. Management Company OH$7.8M · 0.55%
Best Supply, Inc. OH$7.8M · 0.74%
Marco's Franchising, LLC OH$7.8M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311582621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.