Department of Labor filing

WAKE STONE CORPORATION

WAKE STONE CORPORATION PROFIT SHARING AND 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$13,429

Reported employer contributions per active participant.

Higher than about 98% of comparable plans

#People in the filing

175

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$409 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 11% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202472out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $3,510 · based on 116 comparable plans

Lower reported administrative expense11th percentileTypical peer $171 · based on 116 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WAKE STONE CORPORATION reported $2,350,000 in employer contributions across the plan and 175 active participants. That works out to $13,429 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy96%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 19.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context72/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,350,000
Participant contributions: $1,267,416
Other contributions: Not reported
Employer share of reported contributions: 65.0%
Beginning assets: $33,373,187
Ending assets: $39,323,335
Ending net assets: $39,323,335
Ending liabilities: Not reported
Total income: $7,725,862
Total expenses: $1,775,714
Administrative expenses: $67,403
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$13,605

2023

$13,924

2024

$13,429

Plan-paid administrative expenses per participant

2022

$508

2023

$312

2024

$409

Active participants

2022

147

2023

158

2024

175

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$13,429	175	39.3M	20250711161718NAL0004802067002
2023	$13,924	158	33.4M	20240816074018NAL0008126547001
2022	$13,605	147	28.3M	20230809141137NAL0014560499001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 560946494-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 1983
Industry: Mining, quarrying, and oil and gas
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2J2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250711161718NAL0004802067002

Data sourceDOL Form 5500 bulk data ↗

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