Plan Ledger DOL Form 5500 · updated monthly

Wrist North America Inc.401(k)

WRIST NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN & TRUST · PASADENA, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Wrist North America Inc. reported $58,004 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,320 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 2 years on file its reported administrative ratio fell from 0.45% to 0.40%. 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 the 2,423rd-largest of 5,688 plans among Texas employers on file, and 2,354th of 4,246 in wholesale trade. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,090,240
Participants with balances194
Active participants336
Employer contributions$443,572
Employee contributions$892,258
Employer contribution per active participant$1,320
Average account balance$77,785
Benefits paid to participants$1,726,314
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 194 accts · $444K emplr
2023$13.7M · 200 accts · $426K emplr
2022$11.1M · 206 accts · $356K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,004
Total administrative$58,004
The Wrist North America Inc. 401(k) match · 2024
Employer contribution per active participant$1,320
Median for plans this size$2,416
2024$1,320 per active participant
2023$1,208 per active participant
2022$1,041 per active participant

Wrist North America Inc.'s 2024 employer contribution ran below the $2,416 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 · 20245
RAYMOND JAMES · Investment advisory (plan)$31,315
NFP RETIREMENT INC. · Contract administrator$5,881
LPL FINANCIAL · Investment advisory (plan)$5,868
ECONOMIC GROUP PENSION SERVICES,INC · Contract administrator$3,499

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

Administrative cost history3
2024$58,004 · 0.40%
2023$49,245 · 0.40%
2022$54,319 · 0.45%
Same employer
Similar plansWholesale Trade · Texas
Hugh M. Cunningham, Inc. TX$15.5M · 0.30%
FISHER59, LLC TX$14.8M · 0.32%
Allredi, LLC TX$14.5M · 0.32%
All-Pro Fasteners, Inc. TX$14.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460524360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.