Plan Ledger DOL Form 5500 · updated monthly

Gabriella White, LLC401(k)

GABRIELLA WHITE, LLC 401(K) PLAN · PELHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Gabriella White, LLC reported $78,249 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,522 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 0.69% to 0.62%. 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 383rd-largest of 902 plans among Alabama employers on file, and 2,524th of 4,246 in wholesale trade. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has shrunk from 403 to 327 since 2022.

Plan summary
Net assets, end of year$13,398,482
Participants with balances239
Active participants327
Employer contributions$497,660
Employee contributions$1,103,443
Employer contribution per active participant$1,522
Average account balance$56,061
Benefits paid to participants$1,897,266
Plan auditUnmodified (clean) audit opinion
AuditorBLACK AND PINKARD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 239 accts · $498K emplr
2023$11.9M · 243 accts · $514K emplr
2022$8.9M · 223 accts · $508K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,160
Investment management$16,139
Total administrative$78,249
The Gabriella White, LLC 401(k) match · 2024
Employer contribution per active participant$1,522
Median for plans this size$2,416
2024$1,522 per active participant
2023$1,304 per active participant
2022$1,261 per active participant

Gabriella White, LLC'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,160
WAVERLY ADVISORS LLC · Investment advisory (plan)$28,089

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$78,249 · 0.62%
2023$64,392 · 0.62%
2022$64,524 · 0.69%
Same employer
Similar plansWholesale Trade · Alabama
McGriff Industries, Inc. AL$19.7M · 0.26%
Red Diamond, Inc. AL$15.9M · 0.48%
Sabel Steel Service, Inc. AL$13.1M · 0.48%
Turner Supply Company AL$13.0M · 0.30%
Overseas Hardwoods Company AL$12.0M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474822437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.