Plan Ledger DOL Form 5500 · updated monthly

Wilton Brands LLC401(k)

WILTON BRANDS LLC RETIREMENT PLAN · NAPERVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Wilton Brands LLC reported $116,167 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2,436 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 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 792nd-largest of 3,702 plans among Illinois employers on file, and the 680th of 4,246 in wholesale trade. In 2024, employees put in $3.66 for every $1.00 the employer contributed; active participation has shrunk from 453 to 271 since 2022.

Plan summary
Net assets, end of year$60,521,368
Participants with balances673
Active participants271
Employer contributions$660,159
Employee contributions$2,416,643
Employer contribution per active participant$2,436
Average account balance$89,928
Benefits paid to participants$10,750,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.5M · 673 accts · $660K emplr
2023$59.3M · 711 accts · $560K emplr
2022$54.6M · 802 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,113
Investment management$47,054
Total administrative$116,167
The Wilton Brands LLC 401(k) match · 2024
Employer contribution per active participant$2,436
Median for plans this size$3,635
2024$2,436 per active participant
2023$1,760 per active participant
2022$1,782 per active participant

Wilton Brands LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$69,113
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$35,822
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$11,232

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$116,167 · 0.19%
2023$110,684 · 0.19%
2022$134,810 · 0.21%
Similar plansWholesale Trade · Illinois
Antylia Scientific IL$65.9M · 0.40%
Mat Holdings, Inc. IL$63.7M · 0.11%
Gf Machining Solutions LLC IL$60.0M · 0.15%
Birkeys Farm Store Inc IL$56.8M · 0.29%
Horizon Hobby, LLC IL$56.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204255723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.