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Webco Industries 401(k)

Recordkeeping fees per participant · Webco Industries, Inc. Employee Investment Plan · plan year 2024

$22.57

Higher than 20% of the 5,847 plans $50 to 250M that report it.

Source

= $35,103 / 1,555
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007151617NAL0002570227001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151617NAL0002570227001, received 2025-10-07

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-07.

Cost and contributions

Administrative expenses excluding investment management, per participant

$53.75

10th: $16.21median $93.2090th: $246.84

Higher than 27% of the 8,758 plans $50 to 250M that report it.

Source

= $83,579 / 1,555
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007151617NAL0002570227001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151617NAL0002570227001, received 2025-10-07

Administrative expenses per participant

$60.10

10th: $29.39median $132.8490th: $350.58

Higher than 20% of the 9,042 plans $50 to 250M that report it.

Source

= $93,460 / 1,555
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007151617NAL0002570227001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151617NAL0002570227001, received 2025-10-07

Administrative expenses as a share of assets

0.094%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 35% of the 9,049 plans $50 to 250M that report it.

Source

= $93,460 / $99,882,164
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007151617NAL0002570227001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007151617NAL0002570227001, received 2025-10-07

Employer contributions per participant

$1,222

10th: $965median $2,73890th: $8,164

Higher than 14% of the 9,105 plans $50 to 250M that report it.

Source

= $1,899,941 / 1,555
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007151617NAL0002570227001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151617NAL0002570227001, received 2025-10-07

Employer share of total contributions

24.1%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 32% of the 9,112 plans $50 to 250M that report it.

Source

= $1,899,941 / $7,889,343
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007151617NAL0002570227001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007151617NAL0002570227001, received 2025-10-07

Plan terms, as stated in Webco Industries, Inc.'s SEC filings

Plan terms are described in Webco Industries, Inc.'s SEC filings: Form 10-K filed 2004-10-29. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007151617NAL0002570227001, received 2025-10-07

Full record, Webco Industries, Inc. Employee Investment Plan

FieldValueSource
Plan sponsorWEBCO INDUSTRIES, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007151617NAL0002570227001, received 2025-10-07
Plan nameWEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251007151617NAL0002570227001, received 2025-10-07
Sponsor EIN / plan number73-1097133 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007151617NAL0002570227001, received 2025-10-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007151617NAL0002570227001, received 2025-10-07
Sponsor locationSAND SPRINGS, OKForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007151617NAL0002570227001, received 2025-10-07
Industry (business code)331200, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007151617NAL0002570227001, received 2025-10-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007151617NAL0002570227001, received 2025-10-07
Filing received2025-10-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007151617NAL0002570227001, received 2025-10-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007151617NAL0002570227001, received 2025-10-07
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251007151617NAL0002570227001, received 2025-10-07
Participants, beginning of year1,568Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007151617NAL0002570227001, received 2025-10-07
Active participants1,383Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007151617NAL0002570227001, received 2025-10-07
Participants, end of year1,563Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007151617NAL0002570227001, received 2025-10-07
Participants with an account balance1,555Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007151617NAL0002570227001, received 2025-10-07
Total assets, beginning of year$89,015,968Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007151617NAL0002570227001, received 2025-10-07
Total assets, end of year$99,882,164Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007151617NAL0002570227001, received 2025-10-07
Net assets, end of year$99,788,834Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007151617NAL0002570227001, received 2025-10-07
Total income$18,232,853Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007151617NAL0002570227001, received 2025-10-07
Net income$10,835,001Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007151617NAL0002570227001, received 2025-10-07
Employer contributions$1,899,941Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007151617NAL0002570227001, received 2025-10-07
Participant contributions$5,529,697Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007151617NAL0002570227001, received 2025-10-07
Other contributions (incl. rollovers)$459,705Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007151617NAL0002570227001, received 2025-10-07
Total contributions$7,889,343Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007151617NAL0002570227001, received 2025-10-07
Benefit payments$7,304,392Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007151617NAL0002570227001, received 2025-10-07
Total expenses (incl. benefit payments)$7,397,852Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007151617NAL0002570227001, received 2025-10-07
Total administrative expenses$93,460Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007151617NAL0002570227001, received 2025-10-07
Recordkeeping fees$35,103Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007151617NAL0002570227001, received 2025-10-07
Investment advisory and management fees$9,881Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007151617NAL0002570227001, received 2025-10-07
Administrative expenses excluding investment management$83,579derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007151617NAL0002570227001, received 2025-10-07
Held in common/collective trusts$40,610,131Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007151617NAL0002570227001, received 2025-10-07
Held in mutual funds$46,091,838Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007151617NAL0002570227001, received 2025-10-07
Independent auditorHOGANTAYLOR LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007151617NAL0002570227001, received 2025-10-07

Position = column in the DOL layout for form year 2024. Filing 20251007151617NAL0002570227001, received 2025-10-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BOKF, NArecordkeeperTRUSTEE 19 Custodial (securities); 25 Trustee (directed); 27 Investment advisory (plan); 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 68 Soft dollars commissions $93,460yes

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 20251007151617NAL0002570227001, received 2025-10-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$89,015,968$99,882,16412.2%
Participants with a balance1,5481,5550.5%
Administrative expenses$117,555$93,460-20.5%
Recordkeeping fees per participant$47.41$22.57-52.4%
Employer contributions$1,746,330$1,899,9418.8%

Prior filing 20240930101944NAL0002548691001, received 2024-09-30; the plan years are contiguous.

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Sponsor name as filed: WEBCO INDUSTRIES, INC.; SEC registrant: WEBCO INDUSTRIES INC (CIK 916314, matched by EIN).