What are the fees in the Woolf Holdings, LLC 401(k) plan?

For plan year 2024, Woolf Holdings, LLC reported $71,336 in plan administrative expenses, or 0.69% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Woolf Holdings, LLC 401(k)?

The average participant account balance was $58,340 for plan year 2024, based on 185 accounts.

Woolf Holdings, LLC401(k)

Name: Woolf Holdings, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

WOOLF HOLDINGS, LLC PROFIT SHARING AND SAVINGS PLAN · WOODSTOCK, IL · plan year 2024

Reported admin expense ratio · 2024

0.69%

Woolf Holdings, LLC reported $71,336 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. 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 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (2,319th of 3,702), and 2,812th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$10,792,879
Participants with balances185
Active participants165
Employer contributions—
Employee contributions$717,409
Employer contribution per active participant—
Average account balance$58,340
Benefits paid to participants$1,128,268
Plan auditUnmodified (clean) audit opinion
AuditorPORTE BROWN LLC

Administrative expenses, itemized · 2024

Recordkeeping & contract admin$28,030

Investment management$43,306

Total administrative$71,336

What these fees cost you

Your balance

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 · 20245

PROSPERA FINANCIAL SERVICES, INC · Recordkeeping · Pension consulting$50,970

ADP, INC. · Loan processing · Recordkeeping$28,029

PORTE BROWN LLC · Recordkeeping · Pension consulting$13,200

DS INVESTMENT ADVISORS LLC · Recordkeeping · Pension consulting$9,241

ADP BROKER-DEALERindirect comp

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

Administrative cost history1

2024$71,336 · 0.69%

Similar plansWholesale Trade · Illinois
National Tube Supply Company IL$11.6M · 0.54%
Woolf Distributing Company, Inc. IL$11.2M · 0.53%
The Federated Group, Inc. IL$11.0M · 0.22%
Bill Doran LLC IL$10.8M · 0.64%
Ls Building Products IL$10.8M · 0.79%
Premier Cooperative, Inc. IL$10.6M · 0.40%
Iw Technologies IL$10.3M · 0.42%
Mnj Technologies Direct, Inc. IL$10.2M · 0.03%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 993807950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.