Plan Ledger DOL Form 5500 · updated monthly

Won Life Holdings LLC401(k)

WON LIFE HOLDINGS 401(K) PLAN · DAVIDSON, NC · plan year 2024

Reported admin expense ratio · 2024
1.40%

Won Life Holdings LLC reported $4,844 in plan administrative expenses for 2024: 1.40% of average plan assets, above the peer median. 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in North Carolina (1,949th of 2,005), and 769th of 786 in management of companies.

Plan summary
Net assets, end of year$410,013
Participants with balances155
Active participants155
Employer contributions—
Employee contributions$196,198
Employer contribution per active participant—
Average account balance$2,645
Benefits paid to participants$109,044
Plan auditUnmodified (clean) audit opinion
AuditorGREG BLANOCK
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,844
Total administrative$4,844
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$4,843

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$4,844 · 1.40%
Similar plansManagement of Companies · North Carolina
Tru Luc Holding LLC OH$489K · 0.05%
Winwood Hospitality Group NC$472K · 1.01%
Everest EB-5 Capital LLC PA$453K · 0.97%
Tower Holdings Group Inc NY$443K · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882124650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.