Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Wahoo Fitness
Wahoo Fitness 401(k)
- Professional, scientific, and technical services
- Atlanta, GA
- EIN 27-1598318
- 1 plan with Schedule H financials
- Plan year 2024
- Wahoo Fitness L.L.C.
Administrative expenses excluding investment management, per participant · Wahoo Fitness Retirement Trust · plan year 2024
$5.21
Higher than 3% of the 24,371 plans $10 to 50M that report it.
Source
= $1,250 / 240
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250822081147NAL0008876688001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822081147NAL0008876688001, received 2025-08-22
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-22.
Cost and contributions
Administrative expenses per participant
$5.21
Higher than 2% of the 25,098 plans $10 to 50M that report it.
Source
= $1,250 / 240
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250822081147NAL0008876688001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822081147NAL0008876688001, received 2025-08-22
Administrative expenses as a share of assets
0.012%
Higher than 4% of the 25,132 plans $10 to 50M that report it.
Source
= $1,250 / $10,072,258
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250822081147NAL0008876688001, received 2025-08-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250822081147NAL0008876688001, received 2025-08-22
Employer contributions per participant
$1,339
Higher than 28% of the 24,050 plans $10 to 50M that report it.
Source
= $321,388 / 240
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250822081147NAL0008876688001, received 2025-08-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822081147NAL0008876688001, received 2025-08-22
Employer share of total contributions
19.4%
Higher than 23% of the 24,084 plans $10 to 50M that report it.
Source
= $321,388 / $1,655,778
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250822081147NAL0008876688001, received 2025-08-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250822081147NAL0008876688001, received 2025-08-22
Plan terms, as stated in Wahoo Fitness L.L.C.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250822081147NAL0008876688001, received 2025-08-22
Full record, Wahoo Fitness Retirement Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WAHOO FITNESS | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Plan name | WAHOO FITNESS RETIREMENT TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Sponsor EIN / plan number | 27-1598318 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Sponsor location | ATLANTA, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Filing received | 2025-08-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Participants, beginning of year | 201 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Active participants | 146 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Participants, end of year | 245 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Participants with an account balance | 240 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Total assets, beginning of year | $7,920,837 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Total assets, end of year | $10,072,258 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Net assets, end of year | $10,072,258 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Total income | $2,969,916 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Net income | $2,151,421 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Employer contributions | $321,388 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Participant contributions | $1,331,444 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Other contributions (incl. rollovers) | $2,946 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Total contributions | $1,655,778 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Benefit payments | $739,672 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Total expenses (incl. benefit payments) | $818,495 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Total administrative expenses | $1,250 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Contract administrator fees | $900 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Administrative expenses excluding investment management | $1,250 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Held in mutual funds | $9,844,718 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250822081147NAL0008876688001, received 2025-08-22 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250822081147NAL0008876688001, received 2025-08-22 |
Position = column in the DOL layout for form year 2024. Filing 20250822081147NAL0008876688001, received 2025-08-22.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITYrecordkeeper | SERVICE PROVIDER | 64 Recordkeeping fees | $1,250 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250822081147NAL0008876688001, received 2025-08-22.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $7,920,837 | $10,072,258 | 27.2% |
| Participants with a balance | 195 | 240 | 23.1% |
| Administrative expenses | $1,750 | $1,250 | -28.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $160,456 | $321,388 | 100.3% |
Prior filing 20241014174704NAL0028012657001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: WAHOO FITNESS; SEC registrant: Wahoo Fitness L.L.C. (CIK 1538995, matched by EIN).