Plan Ledger DOL Form 5500 · updated monthly

Wjk Corporation401(k)

WJK CORPORATION 401(K) PLAN · LISLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.46%

Wjk Corporation reported $88,613 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. 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 0.42% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,679th-largest of 3,702 plans among Illinois employers on file, and the 1,433rd of 5,215 in retail trade. active participation has shrunk from 480 to 331 since 2022.

Plan summary
Net assets, end of year$20,319,396
Participants with balances237
Active participants331
Employer contributions—
Employee contributions$794,295
Employer contribution per active participant—
Average account balance$85,736
Benefits paid to participants$1,626,582
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 237 accts
2023$18.5M · 273 accts · $199K emplr
2022$15.6M · 332 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,253
Investment management$38,360
Total administrative$88,613
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$50,603
ALERA INVESTMENT ADVISORS, LLC · Investment advisory (plan)$38,360

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$88,613 · 0.46%
2023$79,739 · 0.47%
2022$74,053 · 0.42%
Similar plansRetail Trade · Illinois
Anderson Nissan Inc. IL$24.7M · 0.38%
B2B Industrial Packaging IL$24.2M · 0.63%
McGrath Enterprises, Inc. IL$24.0M · 0.10%
Daiohs USA, Inc. IL$23.6M · 0.43%
Europa Eyewear Corporation IL$19.2M · 0.01%
Universal Pool Company, Inc IL$19.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364505254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.