Plan Ledger DOL Form 5500 · updated monthly

Woodson Wholesale, Inc.401(k)

WOODSON WHOLESALE, INC. · CALDWELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Woodson Wholesale, Inc. reported $26,698 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $1,981 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 0.380%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,524th of 5,688), and 3,189th of 5,215 in retail trade. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,390,074
Participants with balances151
Active participants123
Employer contributions$243,693
Employee contributions$431,048
Employer contribution per active participant$1,981
Average account balance$48,941
Benefits paid to participants$725,988
Plan auditUnmodified (clean) audit opinion
AuditorSEIDEL SCHROEDERHTTPS
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 151 accts · $244K emplr
2023$6.7M · 151 accts · $381K emplr
2022$6.3M · 113 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,521
Investment management$4,089
Trustee / custodial$18,088
Total administrative$26,698
The Woodson Wholesale, Inc. 401(k) match · 2024
Employer contribution per active participant$1,981
Median for plans this size$1,313
2024$1,981 per active participant
2023$3,179 per active participant
2022$2,233 per active participant

Woodson Wholesale, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
ALERUS FINANCIAL NA · Recordkeeping · Trustee$22,609
ALERUS INVESTMENT ADVISORS, INC. · Investment advisory (plan)$4,089

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

Recordkeeper by year2
2024Alerus
2023Alerus

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Administrative cost history3
2024$26,698 · 0.38%
2023$27,223 · 0.42%
2022$26,418 · 0.38%
Same employer
Similar plansRetail Trade · Texas
Hiley Cars Hurst L.P. TX$7.4M · 1.10%
Lashop Co. LLC TX$7.4M · 0.71%
Lacks Valley Stores, LTD. TX$7.2M · 1.12%
Kendrick Oil Company TX$7.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741177629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.