Plan Ledger DOL Form 5500 · updated monthly

Wulco, Inc.401(k)

WULCO, INC. RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Wulco, Inc. reported $92,287 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,136 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 rose from 0.06% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,295th-largest of 3,295 plans among Ohio employers on file, and the 5,835th of 13,661 in manufacturing. In 2024, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,526,691
Participants with balances261
Active participants212
Employer contributions$452,879
Employee contributions$1,132,948
Employer contribution per active participant$2,136
Average account balance$78,646
Benefits paid to participants$563,684
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 261 accts · $453K emplr
2023$16.6M · 257 accts · $459K emplr
2022$12.9M · 246 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,682
Investment management$3,605
Total administrative$92,287
The Wulco, Inc. 401(k) match · 2024
Employer contribution per active participant$2,136
Median for plans this size$2,416
2024$2,136 per active participant
2023$1,881 per active participant
2022$1,611 per active participant

Wulco, 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$88,682
MESIROW FINANCIAL, INC. · Investment advisory (plan)$3,605

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$92,287 · 0.50%
2023$8,496 · 0.06%
2022$8,193 · 0.06%
Same employer
Similar plansManufacturing · Ohio
Gregory Industries, Inc. OH$20.7M · 0.29%
G.A. Wintzer & Son Company OH$20.7M · 0.34%
Turf Care Supply Corp. OH$20.6M · 0.40%
Hamilton Safe Co. OH$20.6M · 0.38%
Atlantic Tool & Die Company OH$20.5M · 0.52%
Merit Brass Co. OH$20.5M · 0.55%
Biery Cheese Company OH$20.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611171211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.