Plan Ledger DOL Form 5500 · updated monthly

Ww Healthcare Consultants, LLC401(k)

WW HEALTHCARE CONSULTANTS, LLC 401(K) PLAN · HICKORY, NC · plan year 2024

Reported admin expense ratio · 2024
0.79%

Ww Healthcare Consultants, LLC reported $21,310 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. 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 fell from 0.88% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,699th of 2,005), and 10,652nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,685,059
Participants with balances246
Active participants650
Employer contributions—
Employee contributions$232,091
Employer contribution per active participant—
Average account balance$10,915
Benefits paid to participants$522,401
Plan auditUnmodified (clean) audit opinion
AuditorWALKER HEALTHCARE SERVICES GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 246 accts
2023$2.7M · 252 accts
2022$2.4M · 276 accts
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 · 20246
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$21,310
AMERICAN FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
PRUDENTIAL JENNISON · Investment managementindirect comp
PRINCIPAL FUNDS · Investment managementindirect comp
GOLDMAN SACHS FUNDS · Investment managementindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$21,310 · 0.79%
2023$22,015 · 0.86%
2022$24,164 · 0.88%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Avadim Holdings, Inc. NC$3.3M · 1.08%
B&W Fiberglass, Inc. NC$2.9M · 0.59%
Stridebio, Inc. NC$2.8M · 0.21%
Second Nature NC$2.5M · 1.43%
Geo Owl LLC NC$2.3M

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Source: U.S. Department of Labor, Form 5500 series, EIN 272327766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.