Plan Ledger DOL Form 5500 · updated monthly

Wilson Oil, Inc.401(k)

WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST · LONGVIEW, WA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Wilson Oil, Inc. reported $123,779 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $4,026 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 0.49% to 0.43%. 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 523rd-largest of 1,714 plans among Washington employers on file, and the 1,016th of 5,215 in retail trade. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,352,992
Participants with balances449
Active participants355
Employer contributions$1,429,116
Employee contributions$1,514,429
Employer contribution per active participant$4,026
Average account balance$67,601
Benefits paid to participants$4,106,494
Plan auditUnmodified (clean) audit opinion
AuditorVWC,P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 449 accts · $1.4M emplr
2023$27.4M · 439 accts · $1.4M emplr
2022$21.2M · 345 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,124
Investment management$73,655
Total administrative$123,779
The Wilson Oil, Inc. 401(k) match · 2024
Employer contribution per active participant$4,026
Median for plans this size$2,416
2024$4,026 per active participant
2023$3,728 per active participant
2022$3,380 per active participant

Wilson Oil, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ANDERSON & ANDERSON ADVISORY LLC · Investment advisory (plan)$62,325
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$11,330

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$123,779 · 0.43%
2023$121,723 · 0.50%
2022$116,629 · 0.49%
Same employer
Similar plansRetail Trade · Washington
Hannah Motor Co., Inc. WA$44.1M · 0.24%
Titus-Will WA$37.1M · 0.86%
Uwajimaya, Inc. WA$36.4M · 0.21%
Haselwood Auto Group WA$31.4M · 0.66%
Dunn Lumber Co., Inc. WA$29.9M · 0.51%
Baffetto, Inc. WA$26.9M · 0.14%
Hi-School Pharmacy, Inc. WA$26.1M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910873302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.