Plan Ledger DOL Form 5500 · updated monthly

Wpd Management LLC401(k)

WPD MANAGEMENT 401(K) PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Wpd Management LLC reported $3,829 in plan administrative expenses for 2023: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,806 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 $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Illinois (3,418th of 3,702), and 1,916th of 2,096 in real estate & leasing. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,542,763
Participants with balances81
Active participants65
Employer contributions$117,393
Employee contributions$190,725
Employer contribution per active participant$1,806
Average account balance$19,046
Benefits paid to participants$152,470
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,785
Investment management$1,044
Total administrative$3,829
The Wpd Management LLC 401(k) match · 2023
Employer contribution per active participant$1,806
Median for plans this size$1,308

Wpd Management LLC's 2023 employer contribution ran above the $1,308 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.

Administrative cost history1
2023$3,829 · 0.29%
Similar plansReal Estate & Leasing · Illinois
Benj. E. Sherman & Sons IL$2.1M · 0.86%
Eh Holdco LLC IL$2.0M · 0.31%
D'Aprile Properties IL$1.7M · 1.45%
Redwood Residential, LLC. IL$1.7M · 2.38%
M2 Property Group, LLC IL$822K · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275037093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.