Plan Ledger DOL Form 5500 · updated monthly

Wood Real Estate Investors, LLC401(k)

WOOD PARTNERS RETIREMENT & SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Wood Real Estate Investors, LLC reported $217,752 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,264 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 3 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 350th-largest of 2,160 plans among Georgia employers on file, and the 790th of 5,337 in construction. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,386,023
Participants with balances592
Active participants420
Employer contributions$3,050,958
Employee contributions$5,336,911
Employer contribution per active participant$7,264
Average account balance$125,652
Benefits paid to participants$4,646,846
Plan auditUnmodified (clean) audit opinion
AuditorMOORE COLSON & CO P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$74.4M · 592 accts · $3.1M emplr
2023$60.4M · 586 accts · $2.9M emplr
2022$46.0M · 545 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,755
Investment management$118,997
Total administrative$217,752
The Wood Real Estate Investors, LLC 401(k) match · 2024
Employer contribution per active participant$7,264
Median for plans this size$3,635
2024$7,264 per active participant
2023$6,247 per active participant
2022$6,018 per active participant

Wood Real Estate Investors, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
J.P. MORGAN SECURITIES LLC · Investment advisory (plan)$118,997
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$98,755

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$217,752 · 0.32%
2023$164,620 · 0.31%
2022$155,283 · 0.33%
Same employer
Similar plansConstruction · Georgia
Ibew Local 508 Pension Fund GA$83.2M · 0.36%
Balfour Beatty LLC GA$82.3M · 0.19%
Burton + Burton GA$54.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582385765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.