Plan Ledger DOL Form 5500 · updated monthly

Wirtgen America, Inc.401(k)

WIRTGEN EMPLOYEE 401(K) PLAN · ANTIOCH, TN · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Wirtgen America, Inc. reported $81,733 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,057 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 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 300th-largest of 1,496 plans among Tennessee employers on file, and the 889th of 4,246 in wholesale trade. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,398,468
Participants with balances244
Active participants239
Employer contributions$1,208,582
Employee contributions$2,175,427
Employer contribution per active participant$5,057
Average account balance$190,158
Benefits paid to participants$9,166,827
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC.
Plan history3
Yearassets · accounts · employer contribution
2024$46.4M · 244 accts · $1.2M emplr
2023$46.0M · 237 accts · $1.2M emplr
2022$38.3M · 235 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,015
Investment management$78,718
Total administrative$81,733
The Wirtgen America, Inc. 401(k) match · 2024
Employer contribution per active participant$5,057
Median for plans this size$2,416
2024$5,057 per active participant
2023$5,145 per active participant
2022$4,747 per active participant

Wirtgen America, Inc.'s 2024 employer contribution ran above the $2,416 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
ASCENSUS LLC · Recordkeeping$3,015
PRUDENT STREET FIN ADV LLC · Investment advisory (plan)$78,718

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$81,733 · 0.18%
2023$78,803 · 0.19%
2022$78,380 · 0.19%
Same employer
Similar plansWholesale Trade · Tennessee
Hand Family Companies, LLC TN$51.5M · 0.30%
Blevins, Inc. TN$46.4M · 0.27%
Fred's, Inc. TN$39.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621250621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.