WLR Management 401(k) match, vesting and fees
What WLR Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Go Tax Services LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| WLR Management: employer contribution per participant | $457 | |
| Peer median | $1,803 |
| WLR Management: average balance | $9,742 | |
| Peer median | $48,934 |
| WLR Management: admin expenses ÷ assets | 1.37% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.7M at the end of plan year 2021 to $4.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 520 | $4.6M | $215K | $457 | 1.37% | Not published | Form 5500 ↗ |
| 2023 | 453 | $3.6M | $225K | $591 | 1.42% | Not published | Form 5500 ↗ |
| 2022 | 422 | $2.7M | $186K | $515 | 1.18% | Not published | Form 5500 ↗ |
| 2021 | 380 | $2.7M | $151K | $469 | 1.15% | Not published | Form 5500 ↗ |
Common questions
Does WLR Management match 401(k) contributions?
The match terms for the Wlr Management Company, Inc. 401(k) Profit Sharing have not been published from its filing yet. The plan year 2024 filing reports $215K in employer contributions, about $457 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the WLR Management 401(k) match vested?
The vesting schedule for the Wlr Management Company, Inc. 401(k) Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the WLR Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Definiti.
I left WLR Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Definiti, (866) 497-5501) or the recordkeeper, Principal Life Insurance Company. The WLR Management old 401(k) page lists the contacts from every plan filing. Find an old WLR Management 401(k)
Data from the public Form 5500 annual reports WLR Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with WLR Management. Not financial advice. Report a correction · Methodology