Plan Ledger DOL Form 5500 · updated monthly

Wolfram Research, Inc.401(k)

WOLFRAM RESEARCH, INC. 401(K) PLAN · CHAMPAIGN, IL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Wolfram Research, Inc. reported $31,098 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,136 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 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 646th-largest of 3,702 plans among Illinois employers on file, and the 362nd of 2,199 in information & media. In 2024, employees put in $4.03 for every $1.00 the employer contributed; active participation has shrunk from 427 to 370 since 2022.

Plan summary
Net assets, end of year$82,377,055
Participants with balances598
Active participants370
Employer contributions$790,464
Employee contributions$3,185,932
Employer contribution per active participant$2,136
Average account balance$137,754
Benefits paid to participants$4,005,091
Plan auditUnmodified (clean) audit opinion
AuditorDUGAN & LOPATKA CPA'S PC
Plan history3
Yearassets · accounts · employer contribution
2024$82.4M · 598 accts · $790K emplr
2023$71.4M · 626 accts · $822K emplr
2022$58.5M · 637 accts · $822K emplr
The Wolfram Research, Inc. 401(k) match · 2024
Employer contribution per active participant$2,136
Median for plans this size$3,635
2024$2,136 per active participant
2023$1,989 per active participant
2022$1,925 per active participant

Wolfram Research, Inc.'s 2024 employer contribution ran below the $3,635 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
THE VANGUARD GROUP,INC. · Recordkeeping · Trustee (directed)$13,782
VANGUARD ADVISERS INC. · Investment advisory (participants)$18,516

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$31,098 · 0.04%
2023$25,640 · 0.04%
2022$20,324 · 0.03%
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Source: U.S. Department of Labor, Form 5500 series, EIN 371261248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.