Plan Ledger DOL Form 5500 · updated monthly

Womack Group, LLC401(k)

WOMACK GROUP, LLC RETIREMENT PLAN · FARMERS BRANCH, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Womack Group, LLC reported $141,082 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,199 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 wholesale trade employers. By assets it is the 943rd-largest of 5,688 plans among Texas employers on file, and the 692nd of 4,246 in wholesale trade. In 2024, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,159,836
Participants with balances505
Active participants409
Employer contributions$1,308,279
Employee contributions$3,575,954
Employer contribution per active participant$3,199
Average account balance$117,148
Benefits paid to participants$5,415,008
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,852
Investment management$51,230
Total administrative$141,082
The Womack Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,199
Median for plans this size$2,416

Womack Group, LLC'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
LINCOLN NATIONAL CORPORATION · Contract administrator · Loan processing$89,106
SAGEVIEW ADVISORY GROUP · Contract administrator$51,230

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$141,082 · 0.29%
Same employer
Similar plansWholesale Trade · Texas
Prime Controls, L.P. TX$63.6M · 0.07%
Tacenergy, LLC TX$60.2M · 0.29%
Yeti Holdings, Inc. TX$58.4M · 0.27%
Purvis Industries, LLC TX$55.5M · 0.21%
Gsc Enterprises, Inc TX$55.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384270781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.