Plan Ledger DOL Form 5500 · updated monthly

Wynden Stark LLC401(k)

WYNDEN STARK LLC 401(K) PROFIT SHARING PLAN & TRUST · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Wynden Stark LLC reported $31,101 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $286 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 0.64% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,885th of 5,688), and 2,199th of 3,341 in other services. In 2024, employees put in $8.57 for every $1.00 the employer contributed; active participation has grown from 166 to 479 since 2022.

Plan summary
Net assets, end of year$5,690,218
Participants with balances226
Active participants479
Employer contributions$136,950
Employee contributions$1,173,066
Employer contribution per active participant$286
Average account balance$25,178
Benefits paid to participants$501,174
Plan auditUnmodified (clean) audit opinion
AuditorROJAS AND ASSOCIATES CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 226 accts · $137K emplr
2023$2.9M · 106 accts · $2K emplr
2022$1.4M · 69 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,317
Investment management$5,284
Audit (IQPA)$3,500
Total administrative$31,101
The Wynden Stark LLC 401(k) match · 2024
Employer contribution per active participant$286
Median for plans this size$1,313
2024$286 per active participant
2023$9 per active participant

Wynden Stark LLC's 2024 employer contribution ran below the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,317
QUALIFIED PLAN ADVISORS · Investment advisory (plan)$5,000

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$31,101 · 0.73%
2023$9,329 · 0.44%
2022$7,238 · 0.64%
Same employer
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Partner Industrial, L.P. TX$6.1M · 0.53%
Camp Roofing, LTD. TX$5.9M · 0.53%
Desert Ndt, LLC TX$5.7M · 0.93%
All-Pro Reconditioning TX$5.2M · 0.44%
Houston Spca TX$5.1M · 0.04%
Sagent, LLC TX$5.1M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464805589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.