Plan Ledger DOL Form 5500 · updated monthly

Wsh Management Inc401(k)

WSH MANAGEMENT INC 401K PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Wsh Management Inc reported $36,161 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $2,067 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 rose from 0.44% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,613th of 9,483), and 1,407th of 2,096 in real estate & leasing. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,147,872
Participants with balances238
Active participants212
Employer contributions$438,234
Employee contributions$646,588
Employer contribution per active participant$2,067
Average account balance$25,831
Benefits paid to participants$336,527
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS LLC
Plan history2
Yearassets · accounts · employer contribution
2024$6.1M · 238 accts · $438K emplr
2023$4.9M · 207 accts · $326K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,161
Total administrative$36,161
The Wsh Management Inc 401(k) match · 2024
Employer contribution per active participant$2,067
Median for plans this size$1,313
2024$2,067 per active participant
2023$1,832 per active participant

Wsh Management Inc's 2024 employer contribution ran above the $1,313 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$36,160
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.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$36,161 · 0.66%
2023$21,361 · 0.44%
Similar plansReal Estate & Leasing · California
Spruce Grove, Inc. CA$6.3M · 0.53%
Solari Enterprises Inc. CA$6.1M · 0.02%
Laaco, LTD. CA$5.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330907545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.