Department of Labor filing

WTG DOWNSTREAM SERVICES, LLC

WTG DOWNSTREAM 401(K) EMPLOYEES PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

84filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$348,179

Reported employer contributions per active participant.

Higher than about 100% of comparable plans
#People in the filing
2

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$173 / participant

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

Lower cost than about 49% of comparable plans
Investment performance
Not available

Plan assets changed -33.4%, 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 · 202484out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions100th percentileTypical peer $2,942 · based on 4,690 comparable plans
Lower reported administrative expense49th percentileTypical peer $167 · based on 4,966 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, WTG DOWNSTREAM SERVICES, LLC reported $696,358 in employer contributions across the plan and 2 active participants. That works out to $348,179 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 proxy1%

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 trendUp 19378.9%

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

Expense trendUp 163.9%

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

Peer context84/100

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
$696,358
Participant contributions
$1,140,098
Other contributions
$321,435
Employer share of reported contributions
37.9%
Beginning assets
$23,628,481
Ending assets
$15,735,192
Ending net assets
$15,613,748
Ending liabilities
$121,444
Total income
$4,810,423
Total expenses
$12,743,607
Administrative expenses
$84,197
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
$1,787
2023
$2,483
2024
$348,179
Plan-paid administrative expenses per participant
2022
$65
2023
$83
2024
$173
Active participants
2022
576
2023
408
2024
2
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$348,179215.7M20251008120455NAL0003257555001
2023$2,48340823.6M20241015125830NAL0028496417001
2022$1,78757620.1M20231011163408NAL0029952385001

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
871925653-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2022
Industry
Utilities
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2G2J2K3D

Current plan terms

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Filing ACK_ID20251008120455NAL0003257555001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗