Retirement plan

WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN

Name: WABASH CAPITAL MANAGEMENT INC. - WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: WABASH CAPITAL MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN, WABASH CAPITAL MANAGEMENT INC.

WABASH CAPITAL MANAGEMENT INC.EIN 41-1859029Plan #001PY 2024

90 SOUTH 7TH STREET, SUITE 5000 - MINNEAPOLIS, MN 554024103612-359-6200wabashcap.comLinkedIn1-10 employeessecurity and investigations

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.6M

+12.4% from 2023

Total participants

+11.1% from 2023

Average account balance

$658,473

+1.2% from 2023

Annual return

8.77%

-3.13 pp from 2023

Benchmarks

See 1,378 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,378 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$658K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1166

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$12K

$1296 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.177%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$658,473

$173,526+279.5%

$136,072+383.9%

$145,884+351.4%

Participation rate

100.0%

80.4%+19.6pp

76.4%+23.6pp

80.3%+19.7pp

Annual return

8.77%

1167.12%-1158.3pp

580.46%-571.7pp

551.85%-543.1pp

Employer contribution / active EE

$13,631

$5,285+157.9%

$4,216+223.3%

$4,662+192.4%

Participant deferral / active EE

$11,282

$8,711+29.5%

$7,028+60.5%

$6,690+68.6%

Admin fee / account holder

$1,166

$9,665-87.9%

$6,718-82.6%

$13,392-91.3%

WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion