Department of Labor filing

WITTENBACH BUSINESS SYSTEMS, LLC

WITTENBACH BUSINESS SYSTEMS, LLC 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 5, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

22filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$693

Reported employer contributions per active participant.

Higher than about 20% of comparable plans

#People in the filing

333

Active participants reported for 2024.

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

¢Visible plan-paid fees

$236 / participant

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

Lower cost than about 26% of comparable plans

↗Investment performance

Not available

Plan assets changed 8.1%, 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 · 202422out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions20th percentileTypical peer $1,487 · based on 210 comparable plans

Lower reported administrative expense26th percentileTypical peer $149 · based on 216 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, WITTENBACH BUSINESS SYSTEMS, LLC reported $230,623 in employer contributions across the plan and 333 active participants. That works out to $693 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 proxy82%

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 1.9%

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

Expense trendDown 10.3%

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

Peer context22/100

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: $230,623
Participant contributions: $2,148,726
Other contributions: $329,732
Employer share of reported contributions: 9.7%
Beginning assets: $25,998,330
Ending assets: $28,092,697
Ending net assets: $28,092,697
Ending liabilities: $0
Total income: $5,859,691
Total expenses: $3,765,324
Administrative expenses: $96,561
Participant loans: $448,720

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

$706

2023

$720

2024

$693

Plan-paid administrative expenses per participant

2022

$263

2023

$242

2024

$236

Active participants

2022

312

2023

340

2024

333

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$693	333	28.1M	20250905091526NAL0017043601001
2023	$720	340	26M	20240920105052NAL0007342881001
2022	$706	312	22.1M	20230829131346NAL0002710787001

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: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 521137041-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1980
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3D

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
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250905091526NAL0017043601001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗