Plan Ledger DOL Form 5500 · updated monthly

Wolfe & Travis Electric Company401(k)

WOLFE & TRAVIS ELECTRIC 401(K) PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Wolfe & Travis Electric Company reported $121,711 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,776 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.

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 706th-largest of 1,496 plans among Tennessee employers on file, and the 2,580th of 5,337 in construction. In 2024, the employer put in $12.65 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,065,664
Participants with balances131
Active participants128
Employer contributions$611,269
Employee contributions$48,321
Employer contribution per active participant$4,776
Average account balance$107,371
Benefits paid to participants$129,919
Plan auditUnmodified (clean) audit opinion
AuditorMILLER CPA, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,771
Investment management$63,940
Total administrative$121,711
The Wolfe & Travis Electric Company 401(k) match · 2024
Employer contribution per active participant$4,776
Median for plans this size$2,416

Wolfe & Travis Electric Company'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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$57,771
RAYMOND JAMES AND ASSOCIATES INC. · Investment advisory (plan)$63,940

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

Administrative cost history1
2024$121,711 · 0.94%
Similar plansConstruction · Tennessee
Summers-Taylor, Inc TN$16.5M · 0.19%
Ford Construction Company TN$14.2M · 0.43%
31-W Insulation Co., Inc. TN$13.7M · 0.08%
Enterprise Electric, LLC TN$12.1M · 0.28%
Gem Technologies, Inc. TN$11.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620789243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.