Plan Ledger DOL Form 5500 · updated monthly

Wood Mackenzie, Inc.401(k)

WOOD MACKENZIE, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Wood Mackenzie, Inc. reported $153,612 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,256 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 fell from 0.24% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 541st-largest of 5,688 plans among Texas employers on file, and the 1,254th of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$122,888,616
Participants with balances915
Active participants558
Employer contributions$3,490,719
Employee contributions$6,790,217
Employer contribution per active participant$6,256
Average account balance$134,304
Benefits paid to participants$23,206,521
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.9M · 915 accts · $3.5M emplr
2023$91.1M · 725 accts · $2.8M emplr
2022$76.4M · 721 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,209
Investment management$76,403
Total administrative$153,612
The Wood Mackenzie, Inc. 401(k) match · 2024
Employer contribution per active participant$6,256
Median for plans this size$3,635
2024$6,256 per active participant
2023$5,446 per active participant
2022$7,112 per active participant

Wood Mackenzie, Inc.'s 2024 employer contribution ran above 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 · 20243
ALLIANCEBERNSTEIN L.P. · Investment advisory (plan)$76,000
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,494
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,194

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

Administrative cost history3
2024$153,612 · 0.14%
2023$215,547 · 0.26%
2022$202,763 · 0.24%
Same employer
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Maverick Capital, LTD. TX$124.6M · 0.06%
Argano, LLC TX$123.5M · 0.19%
Corgan Associates, Inc. TX$122.8M · 0.17%
Access Plans LLC TX$122.4M · 0.34%
Pbk Architects, Inc. TX$121.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010564533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.