Plan Ledger DOL Form 5500 · updated monthly

Ws Acquisition LLC401(k)

WS ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST · EUGENE, OR · plan year 2023

Reported admin expense ratio · 2023
0.59%

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

Ws Acquisition LLC reported $27,949 in plan administrative expenses for 2023: 0.59% of average plan assets, above the peer median. Employer contributions averaged $1,097 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 1 year on file its reported administrative ratio fell from 0.92% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (769th of 1,021), and 11,324th of 13,661 in manufacturing. In 2023, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,766,134
Participants with balances143
Active participants210
Employer contributions$230,269
Employee contributions$330,262
Employer contribution per active participant$1,097
Average account balance$33,330
Benefits paid to participants$1,418,618
Plan auditDisclaimer of opinion
AuditorDELAP LLP
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 143 accts · $230K emplr
2022$4.7M · 134 accts · $207K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,990
Investment management$13,959
Total administrative$27,949
The Ws Acquisition LLC 401(k) match · 2023
Employer contribution per active participant$1,097
Median for plans this size$1,308
2023$1,097 per active participant
2022$1,265 per active participant

Ws Acquisition LLC's 2023 employer contribution ran below 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.

Service providers · 20234
THE VANGUARD GROUP · Recordkeeping · Loan processing$12,478
KERNUTT STOKES LLP · Recordkeeping · Pension consulting$1,525
ASCENSUS, LLC · Recordkeeping · Loan processing$4
ROEHL & YI · Investment advisory (plan)$13,959

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

Administrative cost history2
2023$27,949 · 0.59%
2022$45,436 · 0.92%
Similar plansManufacturing · Oregon
Tz Medical Inc OR$5.4M · 0.76%
Northwest Uld, Inc. OR$4.9M · 0.03%
Portland Bottling Company OR$4.7M · 0.66%
Ramsay Signs, Inc. OR$4.1M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320394265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.