Plan Ledger DOL Form 5500 · updated monthly

Wwex Uni Topco Holdings, LLC401(k)

WWEX RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Wwex Uni Topco Holdings, LLC reported $248,061 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,222 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 fell from 0.27% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 585th-largest of 5,688 plans among Texas employers on file, and the 218th of 2,677 in transportation & warehousing. In 2024, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$113,513,007
Participants with balances2,187
Active participants2,578
Employer contributions$3,150,164
Employee contributions$10,136,456
Employer contribution per active participant$1,222
Average account balance$51,904
Benefits paid to participants$11,389,654
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$113.5M · 2,187 accts · $3.2M emplr
2023$97.1M · 2,286 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,446
Investment management$42,727
Audit (IQPA)$29,400
Total administrative$248,061
The Wwex Uni Topco Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,222
Median for plans this size$3,635
2024$1,222 per active participant
2023$1,348 per active participant

Wwex Uni Topco Holdings, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
T ROWE PRICE RPS INC · Recordkeeping · Trustee$105,446
RESOURCE INVESTMENT ADVISORS LLC · Consulting$70,000
MORNINGSTAR · Investment advisory (participants)$42,727
BAKER TILLY US LLP · Accounting / audit$29,400

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

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Administrative cost history2
2024$248,061 · 0.24%
2023$168,675 · 0.27%
Same employer
Similar plansTransportation & Warehousing · Texas
Stolt-Nielsen USA Inc. TX$143.1M · 0.12%
Houston Pilots TX$136.8M · 0.14%
Daseke Companies, Inc. TX$114.6M · 0.26%
Tntx, LLC TX$97.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320780833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.