Plan Ledger DOL Form 5500 · updated monthly

Woda-Cooper Companies, Inc.ESOP

VALHALLA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Woda-Cooper Companies, Inc. reported $97,519 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,568 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 0.03% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,303rd-largest of 3,295 plans among Ohio employers on file, and the 661st of 2,096 in real estate & leasing. active participation has shrunk from 632 to 474 since 2022.

Plan summary
Net assets, end of year$20,390,320
Participants with balances957
Active participants474
Employer contributions$1,217,103
Employee contributions—
Employer contribution per active participant$2,568
Average account balance$21,306
Benefits paid to participants$456,682
Plan auditUnmodified (clean) audit opinion
AuditorBRADY WARE & SCHOENFIELD, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 957 accts · $1.2M emplr
2023$15.8M · 830 accts · $995K emplr
2022$12.4M · 932 accts · $915K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,519
Audit (IQPA)$11,000
Total administrative$97,519
Employer contributions to the Woda-Cooper Companies, Inc. plan · 2024
Employer contribution per active participant$2,568
Median for plans this size$2,416
2024$2,568 per active participant
2023$2,144 per active participant
2022$1,448 per active participant

Woda-Cooper Companies, Inc.'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 · 20242
GBQ · Valuation$18,000
BRADY WARE & SCHOENFELD · Accounting / audit$11,000

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$97,519 · 0.54%
2023$1,800 · 0.01%
2022$2,860 · 0.03%
All plans at this employer2
VALHALLA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
VALHALLA HOLDINGS, INC. 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 260430251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.