Plan Ledger DOL Form 5500 · updated monthly

Wolff Principal Holdings, L.P.401(k)

ALVIN J. WOLFF PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Wolff Principal Holdings, L.P. reported $119,198 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,706 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 0.45% to 0.47%. 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 291st-largest of 1,285 plans among Arizona employers on file, and the 489th of 2,096 in real estate & leasing. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,019,230
Participants with balances311
Active participants420
Employer contributions$1,136,549
Employee contributions$2,184,464
Employer contribution per active participant$2,706
Average account balance$90,094
Benefits paid to participants$1,999,603
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.0M · 311 accts · $1.1M emplr
2023$22.4M · 294 accts · $1.1M emplr
2022$17.0M · 295 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,332
Investment management$51,866
Total administrative$119,198
The Wolff Principal Holdings, L.P. 401(k) match · 2024
Employer contribution per active participant$2,706
Median for plans this size$2,416
2024$2,706 per active participant
2023$2,901 per active participant
2022$2,754 per active participant

Wolff Principal Holdings, L.P.'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 · 20243
JOHN HANCOCK · Recordkeeping · Investment management$5,972
MERIT FINANCIAL GROUP, LLC · Investment advisory (participants)$44,189
LPL FINANCIAL LLC · Investment advisory (participants)$7,677

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$119,198 · 0.47%
2023$88,679 · 0.45%
2022$79,639 · 0.45%
Similar plansReal Estate & Leasing · Arizona
Pioneer Title Agency, Inc. AZ$64.5M · 0.47%
Progress Residential AZ$61.4M · 0.57%
Robson Communities, Inc. AZ$51.5M · 0.11%
Vestar Properties, Inc. AZ$22.4M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 464795773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.