Plan Ledger DOL Form 5500 · updated monthly

Woodbolt Distribution, LLC401(k)

WOODBOLT DISTRIBUTION 401(K) PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Woodbolt Distribution, LLC reported $77,637 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,913 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 26,779 comparable plans and shown alongside other management of companies employers. By assets it is the 2,157th-largest of 5,688 plans among Texas employers on file, and 453rd of 786 in management of companies. In 2023, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,163,187
Participants with balances580
Active participants352
Employer contributions$1,377,276
Employee contributions$2,180,280
Employer contribution per active participant$3,913
Average account balance$31,316
Benefits paid to participants$1,296,610
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$38,976
Investment management$38,661
Total administrative$77,637
The Woodbolt Distribution, LLC 401(k) match · 2023
Employer contribution per active participant$3,913
Median for plans this size$2,440

Woodbolt Distribution, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$28,991
EMPOWER ADVISORY GROUP, LLC · Investment management$9,670

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

Administrative cost history1
2023$77,637 · 0.51%
All plans at this employer2
ALLIANCE PHARMA, INC. 401K PLAN401(k)
WOODBOLT DISTRIBUTION 401(K) PLAN401(k)
Similar plansManagement of Companies · Texas
Black Forest Ventures, LLC TX$21.8M · 0.21%
Fb Bancorp TX$20.9M · 0.50%
Oci Enterprises Inc. TX$17.9M · 0.56%
Bt Holdings, Inc. TX$16.0M · 0.26%
Kleberg Bank, N.A. TX$14.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 301413443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.