Plan Ledger DOL Form 5500 · updated monthly

Wilsonhcg, Inc.401(k)

WILSONHCG, INC. 401K PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
1.32%

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

Wilsonhcg, Inc. reported $193,910 in plan administrative expenses for 2024: 1.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,059 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 rose from 0.79% to 1.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,259th-largest of 3,644 plans among Florida employers on file, and 6,152nd of 11,654 in professional & technical services. In 2024, employees put in $4.25 for every $1.00 the employer contributed; active participation has shrunk from 577 to 410 since 2022.

Plan summary
Net assets, end of year$16,940,092
Participants with balances482
Active participants410
Employer contributions$434,263
Employee contributions$1,846,183
Employer contribution per active participant$1,059
Average account balance$35,145
Benefits paid to participants$2,075,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 482 accts · $434K emplr
2023$12.5M · 584 accts · $645K emplr
2022$9.1M · 678 accts · $600K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$141,885
Investment management$52,025
Total administrative$193,910
The Wilsonhcg, Inc. 401(k) match · 2024
Employer contribution per active participant$1,059
Median for plans this size$2,416
2024$1,059 per active participant
2023$1,084 per active participant
2022$1,040 per active participant

Wilsonhcg, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$52,025
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$21,851
EMPOWER ADVISORY GROUP, LLC · Investment management$2,437

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$193,910 · 1.32%
2023$58,286 · 0.54%
2022$68,958 · 0.79%
Same employer
Similar plansProfessional & Technical Services · Florida
Mm Js Auto Holdings, LLC FL$17.4M · 0.43%
Dignitas Technologies FL$17.0M · 0.02%
Usc Consulting Group LP FL$17.0M · 0.41%
Brand Institute Inc FL$16.9M · 0.25%
Fortress Biotech Inc FL$16.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050537889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.