Plan Ledger DOL Form 5500 · updated monthly

Blue-White Industries LTD401(k)

BLUE-WHITE INDUSTRIES RETIREMENT SAVINGS PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Blue-White Industries LTD reported $45,642 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,009 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 4,615th-largest of 9,483 plans among California employers on file, and 2,492nd of 4,246 in wholesale trade. In 2024, employees put in $3.18 for every $1.00 the employer contributed; active participation has grown from 123 to 153 since 2022.

Plan summary
Net assets, end of year$13,780,391
Participants with balances159
Active participants153
Employer contributions$307,367
Employee contributions$978,844
Employer contribution per active participant$2,009
Average account balance$86,669
Benefits paid to participants$1,330,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 159 accts · $307K emplr
2023$11.8M · 147 accts · $257K emplr
2022$9.9M · 141 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,510
Investment management$25,132
Total administrative$45,642
The Blue-White Industries LTD 401(k) match · 2024
Employer contribution per active participant$2,009
Median for plans this size$2,416
2024$2,009 per active participant
2023$1,919 per active participant
2022$1,529 per active participant

Blue-White Industries LTD's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,132
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,510

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$45,642 · 0.36%
2023$38,436 · 0.35%
2022$40,998 · 0.34%
Same employer
Similar plansWholesale Trade · California
Gibson Overseas, Inc. CA$14.5M · 0.29%
Traffix Devices, Inc. CA$14.1M · 0.72%
Moose Toys LLC CA$13.6M · 0.86%
Veritable Vegetable, Inc. CA$13.6M · 0.39%
Concentrus, Inc. CA$13.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951952927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.