Plan Ledger DOL Form 5500 · updated monthly

Woodbolt Distribution, LLC401(k)

WOODBOLT DISTRIBUTION 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Woodbolt Distribution, LLC reported $106,829 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,950 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 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,798th-largest of 5,688 plans among Texas employers on file, and 407th of 786 in management of companies. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,920,968
Participants with balances436
Active participants387
Employer contributions$1,528,693
Employee contributions$2,472,123
Employer contribution per active participant$3,950
Average account balance$54,865
Benefits paid to participants$2,665,936
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$23.9M · 436 accts · $1.5M emplr
2022$12.2M · 448 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,323
Investment management$52,506
Total administrative$106,829
The Woodbolt Distribution, LLC 401(k) match · 2024
Employer contribution per active participant$3,950
Median for plans this size$2,416
2024$3,950 per active participant
2022$3,212 per active participant

Woodbolt Distribution, 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$35,183
EMPOWER ADVISORY GROUP, LLC · Investment management$17,324

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

Administrative cost history2
2024$106,829 · 0.51%
2022$63,276 · 0.52%
Same employer
Similar plansManagement of Companies · Texas
Puris, LLC TX$27.9M · 0.46%
Darr Equipment, LP TX$25.5M · 0.37%
Lacalle Group, LLC TX$25.0M · 0.74%
Bobby Cox Companies, Inc. TX$23.3M · 0.06%
Americo Bancshares, Inc. TX$22.6M · 0.48%
Black Forest Ventures, LLC TX$21.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200695784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.