Plan Ledger DOL Form 5500 · updated monthly

Auld & White Constructors, LLC401(k)

AULD & WHITE CONSTRUCTORS, LLC. 401(K) PROFIT SHARING PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.34%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Auld & White Constructors, LLC reported $71,180 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $6,267 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.44% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,064th-largest of 3,644 plans among Florida employers on file, and the 1,916th of 5,337 in construction. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 128 to 149 since 2022.

Plan summary
Net assets, end of year$21,586,696
Participants with balances166
Active participants149
Employer contributions$933,823
Employee contributions$1,171,002
Employer contribution per active participant$6,267
Average account balance$130,040
Benefits paid to participants$4,222,643
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.6M · 166 accts · $934K emplr
2023$20.3M · 149 accts · $693K emplr
2022$15.9M · 131 accts · $625K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,228
Investment management$34,952
Total administrative$71,180
The Auld & White Constructors, LLC 401(k) match · 2024
Employer contribution per active participant$6,267
Median for plans this size$2,416
2024$6,267 per active participant
2023$5,135 per active participant
2022$4,884 per active participant

Auld & White Constructors, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$29,224
EMPOWER ADVISORY GROUP, LLC · Investment management$4,117
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$1,611

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$71,180 · 0.34%
2023$54,819 · 0.30%
2022$77,617 · 0.44%
Same employer
Similar plansConstruction · Florida
The Corradino Group, Inc. FL$25.9M · 0.02%
Crom Corporation FL$21.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203774396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.