Plan Ledger DOL Form 5500 · updated monthly

Window Nation LLC401(k)

THE WINDOW NATION 401(K) AND PROFIT SHARING PLAN · FULTON, MD · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Window Nation LLC reported $135,353 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~90% of peers. Employer contributions averaged $693 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 3 years on file its reported administrative ratio has held roughly steady near 0.99%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 781st-largest of 1,671 plans among Maryland employers on file, and the 2,412th of 5,337 in construction. In 2024, employees put in $6.10 for every $1.00 the employer contributed; active participation has grown from 546 to 748 since 2022.

Plan summary
Net assets, end of year$15,462,266
Participants with balances1,176
Active participants748
Employer contributions$518,455
Employee contributions$3,161,348
Employer contribution per active participant$693
Average account balance$13,148
Benefits paid to participants$1,989,743
Plan auditUnmodified (clean) audit opinion
AuditorBSB PARTNERS
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 1,176 accts · $518K emplr
2023$12.0M · 877 accts · $412K emplr
2022$8.6M · 596 accts · $364K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,505
Investment management$18,168
Total administrative$135,353
The Window Nation LLC 401(k) match · 2024
Employer contribution per active participant$693
Median for plans this size$2,416
2024$693 per active participant
2023$429 per active participant
2022$666 per active participant

Window Nation LLC'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 · 20245
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$10,088
EMPOWER ADVISORY GROUP, LLC · Investment management$8,080
ENVESTNET RETIREMENT SOLUTIONS, LLC$6,680
LPL FINANCIAL LLCindirect comp

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$135,353 · 0.99%
2023$99,419 · 0.97%
2022$80,530 · 0.96%
Same employer
Similar plansConstruction · Maryland
Francis O. Day Co., Inc. MD$16.5M · 0.34%
L.R. Willson & Sons, Inc. MD$15.7M · 0.46%
Hamel Builders, Inc. MD$15.5M · 0.13%
Chesapeake Systems, LLC MD$14.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205084724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.