Plan Ledger DOL Form 5500 · updated monthly

Wylie & Son, Inc.401(k)

WYLIE MANUFACTURING PS & 401(K) PLAN · LUBBOCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Wylie & Son, Inc. reported $53,638 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $813 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 0.51% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,096th of 5,688), and 8,893rd of 13,661 in manufacturing. In 2024, employees put in $3.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,780,454
Participants with balances148
Active participants216
Employer contributions$175,502
Employee contributions$529,556
Employer contribution per active participant$813
Average account balance$66,084
Benefits paid to participants$149,562
Plan auditUnmodified (clean) audit opinion
AuditorRBMS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 148 accts · $176K emplr
2023$8.3M · 136 accts · $163K emplr
2022$6.9M · 128 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,725
Trustee / custodial$41,913
Total administrative$53,638
The Wylie & Son, Inc. 401(k) match · 2024
Employer contribution per active participant$813
Median for plans this size$1,313
2024$813 per active participant
2023$779 per active participant
2022$750 per active participant

Wylie & Son, Inc.'s 2024 employer contribution ran below the $1,313 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$11,723
PROSPERITY BANK · Trustee$41,913

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$53,638 · 0.59%
2023$39,427 · 0.52%
2022$37,762 · 0.51%
Same employer
Similar plansManufacturing · Texas
Jmk International Inc. TX$9.8M · 0.09%
Canidae, LLC. TX$9.8M · 0.34%
Result Enterprises Inc. TX$9.7M · 0.04%
Vsc Synapse LLC TX$9.7M · 0.86%
Motor Controls, Inc. TX$9.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751036051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.