Plan Ledger DOL Form 5500 · updated monthly

Wright Wisner Distributing Corp401(k)

WRIGHT BEVERAGE DISTRIBUTING 401(K) PLAN TRUST · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Wright Wisner Distributing Corp reported $142,566 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $1,889 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 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,111th-largest of 5,648 plans among New York employers on file, and the 631st of 4,246 in wholesale trade. In 2024, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$66,237,727
Participants with balances683
Active participants567
Employer contributions$1,071,281
Employee contributions$3,424,096
Employer contribution per active participant$1,889
Average account balance$96,981
Benefits paid to participants$3,861,544
Plan auditUnmodified (clean) audit opinion
AuditorDAVIE KALPAN, CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$66.2M · 683 accts · $1.1M emplr
2023$59.2M · 696 accts · $978K emplr
2022$52.5M · 693 accts · $986K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,182
Investment management$50,984
Audit (IQPA)$16,400
Total administrative$142,566
The Wright Wisner Distributing Corp 401(k) match · 2024
Employer contribution per active participant$1,889
Median for plans this size$3,635
2024$1,889 per active participant
2023$1,675 per active participant
2022$1,654 per active participant

Wright Wisner Distributing Corp's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$75,183
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$50,985
DAVIE KAPLAN CPA PC · Accounting / audit$16,400

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Wright Wisner Distributing Corp before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$142,566 · 0.23%
2023$139,312 · 0.25%
2022$124,721 · 0.22%
Same employer
Similar plansWholesale Trade · New York
Laerdal Medical Corporation NY$69.8M · 0.26%
Kobrand Corporation NY$67.2M · 0.05%
Randa Corp NY$67.1M · 0.32%
Kravet Inc. NY$66.1M · 0.29%
Darby Dental Supply, LLC NY$65.2M · 0.05%
Transcat, Inc. NY$60.5M · 0.02%
Shake-N-Go Fashion, Inc. NY$59.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160775330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.