Plan Ledger DOL Form 5500 · updated monthly

Wilton Re US Holdings, Inc.401(k)

WILTON RE US HOLDINGS, INC. & AFFILIATES 401(K) RETIREMENT PLAN · NORWALK, CT · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Wilton Re US Holdings, Inc. reported $114,650 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $19,130 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 0.14% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 183rd-largest of 1,106 plans among Connecticut employers on file, and the 943rd of 4,798 in finance & insurance. In 2024, the employer put in $1.88 for every $1.00 employees contributed themselves; active participation has grown from 257 to 299 since 2022.

Plan summary
Net assets, end of year$108,543,799
Participants with balances359
Active participants299
Employer contributions$5,719,863
Employee contributions$3,037,567
Employer contribution per active participant$19,130
Average account balance$302,350
Benefits paid to participants$6,444,712
Plan auditDisclaimer of opinion
AuditorMSPC, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$108.5M · 359 accts · $5.7M emplr
2023$94.3M · 337 accts · $5.0M emplr
2022$77.7M · 314 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,750
Audit (IQPA)$30,900
Total administrative$114,650
The Wilton Re US Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$19,130
Median for plans this size$3,635
2024$19,130 per active participant
2023$18,055 per active participant
2022$17,631 per active participant

Wilton Re US Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$6,699
GRANITE GROUP ADVISORS · Accounting / audit$30,900

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Wilton Re US Holdings, 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$114,650 · 0.11%
2023$110,769 · 0.13%
2022$109,332 · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 320132101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.