Plan Ledger DOL Form 5500 · updated monthly

Wsm Industries401(k)

WSM INDUSTRIES PROFIT SHARING 401(K) PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Wsm Industries reported $45,653 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,291 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 325th-largest of 828 plans among Kansas employers on file, and the 2,070th of 4,246 in wholesale trade. In 2024, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,988,758
Participants with balances264
Active participants214
Employer contributions$276,199
Employee contributions$715,243
Employer contribution per active participant$1,291
Average account balance$68,139
Benefits paid to participants$2,161,879
Plan auditUnmodified (clean) audit opinion
AuditorKOCH SIEDHOFF HAND & DUNN
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,585
Investment management$22,068
Total administrative$45,653
The Wsm Industries 401(k) match · 2024
Employer contribution per active participant$1,291
Median for plans this size$2,416

Wsm Industries's 2024 employer contribution ran below the $2,416 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$23,585
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$22,068

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

Administrative cost history1
2024$45,653 · 0.26%
Same employer
Similar plansWholesale Trade · Kansas
Mvp Holdings, LLC KS$19.3M · 0.01%
Mercer-Zimmerman, Inc. KS$19.1M · 0.67%
Hampel Enterprises, Inc. KS$18.9M · 0.71%
Wsm Industries KS$17.4M · 0.44%
C&C Sales, Inc. KS$16.6M · 0.60%
Tompkins Industries, Inc. KS$14.9M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934295856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.