Wwex Uni Topco Holdings, LLC 401(k) Review & Grade
Wwex Retirement Plan
Dallas, TXTransportation & Warehousing2,514 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,253Employer $ per active participant
$4,031Employee $ saved per active participant
0.24%Direct admin cost, % of plan assets
$113.5MNet plan assets, end of year
$51,904Average balance per account
Score breakdown
- Employer generosity18.4 / 5037th percentile for employer $ per participant
- Low cost7.4 / 2529th percentile for low admin cost vs. same-size plans
- Employee saving7.4 / 1549th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score36 / 100 · Grade D
This plan vs. peers
Peers: Transportation & Warehousing plans with 2,500–9,999 active participants (123 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 37th |
| Lower admin cost | 29th |
| Employee saving | 49th |
| Peers that auto-enroll | 46% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Wwex Uni Topco Holdings put in about $1,253 per active participant, below the typical peer ($1,834). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Direct plan expenses (0.24% of assets) are well above similar-size plans (0.12%). Check your annual fee disclosure, choose low-cost index funds if you can, and think about whether savings beyond the match belong in an IRA.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $3,150,164 |
| Participant (employee) contributions | $10,136,456 |
| Other contributions (incl. rollovers in) | $728,489 |
| Administrative expenses paid from the plan | $248,061 |
| Investment advisory & management fees | $42,727 |
| Other admin expenses | $70,488 |
| Benefits paid out | $11,389,654 |
| Net assets, start / end of year | $97.1M / $113.5M |
| Active participants, start / end of year | 2,451 / 2,578 |
| Participants with account balances | 2,187 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Baker Tilly US, LLP |
Largest service providers (Schedule C)
| T Rowe Price RPS Inc | $105,446 reported compensation |
| Resource Investment Advisors LLC | $70,000 reported compensation |
| Morningstar | $42,727 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250807092200NAL0002104739001, received 2025-08-07, EIN 32-0780833, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.