Plan Ledger DOL Form 5500 · updated monthly

Wirtz Corporation401(k)

WIRTZ CORPORATION 401(K) PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Wirtz Corporation reported $67,729 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,682 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 rose from 0.08% to 0.15%. 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 920th-largest of 3,702 plans among Illinois employers on file, and the 827th of 4,246 in wholesale trade. In 2024, employees put in $2.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,895,487
Participants with balances483
Active participants323
Employer contributions$1,189,246
Employee contributions$3,482,308
Employer contribution per active participant$3,682
Average account balance$103,303
Benefits paid to participants$3,909,101
Plan auditUnmodified (clean) audit opinion
AuditorAYOTTE DECKER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$49.9M · 483 accts · $1.2M emplr
2023$43.5M · 552 accts · $1.0M emplr
2022$39.4M · 439 accts · $253K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,419
Total administrative$67,729
The Wirtz Corporation 401(k) match · 2024
Employer contribution per active participant$3,682
Median for plans this size$2,416
2024$3,682 per active participant
2023$2,271 per active participant
2022$849 per active participant

Wirtz Corporation's 2024 employer contribution ran above the $2,416 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 · 20241

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$67,729 · 0.15%
2023$66,613 · 0.16%
2022$35,280 · 0.08%
Same employer
Similar plansWholesale Trade · Illinois
Enesco, LLC IL$51.3M · 0.29%
Enpro Incorporated IL$51.1M · 0.04%
Revere Electric Supply Co. IL$50.9M · 0.14%
Roland Machinery Company IL$46.3M · 0.21%
Group O, Inc. IL$45.2M · 0.26%
Network Services Company IL$44.3M · 0.01%
S & S Activewear, LLC IL$44.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361976810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.