Plan Ledger DOL Form 5500 · updated monthly

Wurth Group of North America Inc401(k)

WURTH 401(K) PLAN · RAMSEY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Wurth Group of North America Inc reported $466,059 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,750 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 0.10% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 155th-largest of 2,419 plans among New Jersey employers on file, and the 135th of 4,246 in wholesale trade. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$356,721,091
Participants with balances5,099
Active participants4,566
Employer contributions$7,991,637
Employee contributions$22,978,474
Employer contribution per active participant$1,750
Average account balance$69,959
Benefits paid to participants$38,420,442
Plan auditUnmodified (clean) audit opinion
AuditorBUSHOVEN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$356.7M · 5,099 accts · $8.0M emplr
2023$312.7M · 5,095 accts · $7.3M emplr
2022$254.3M · 4,926 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,090
Investment management$191,457
Total administrative$466,059
The Wurth Group of North America Inc 401(k) match · 2024
Employer contribution per active participant$1,750
Median for plans this size$4,294
2024$1,750 per active participant
2023$1,581 per active participant
2022$1,354 per active participant

Wurth Group of North America Inc's 2024 employer contribution ran below the $4,294 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
STRATEGIC ADVISORS INC · Investment advisory (plan)$191,457
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$159,090

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$466,059 · 0.14%
2023$339,669 · 0.12%
2022$290,402 · 0.10%
Same employer
Similar plansWholesale Trade · New Jersey
Subaru of America , Inc. NJ$525.8M · 0.00%
Wakefern Food Corp. NJ$478.5M · 0.08%
Iconectiv, LLC NJ$239.2M · 0.03%
Ferring Pharmaceutical Inc. NJ$232.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222945308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.