Plan Ledger DOL Form 5500 · updated monthly

Wind River Management Corporation401(k)

WIND RIVER MANAGEMENT 401(K) PLAN · DUNCANVILLE, TX · plan year 2022

Reported admin expense ratio · 2022
0.68%

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

Wind River Management Corporation reported $6,850 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. Employer contributions averaged $431 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,277th of 5,688), and 11,243rd of 11,654 in professional & technical services. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,013,172
Participants with balances62
Active participants238
Employer contributions$102,487
Employee contributions$165,953
Employer contribution per active participant$431
Average account balance$16,341
Benefits paid to participants$125,943
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES CPA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,850
Total administrative$6,850
The Wind River Management Corporation 401(k) match · 2022
Employer contribution per active participant$431
Median for plans this size$1,114

Wind River Management Corporation's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,850 · 0.68%
Similar plansProfessional & Technical Services · Texas
Utility Concierge LLC TX$1.1M · 1.41%
Emancipet, Inc. TX$1.1M · 0.50%
Approved Cash Advance TX$1.0M · 1.67%
Verveba Telecom, LLC TX$993K · 0.03%
Ninja Partners Inc TX$946K · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752614970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.