Plan Ledger DOL Form 5500 · updated monthly

L.B. White Company, LLC.401(k)

L. B. WHITE PROFIT SHARING PLAN · ONALASKA, WI · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

L.B. White Company, LLC. reported $60,870 in plan administrative expenses for 2023: 0.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,631 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 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,069th of 1,936), and 7,202nd of 13,661 in manufacturing. In 2023, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,624,380
Participants with balances220
Active participants193
Employer contributions$507,687
Employee contributions$634,114
Employer contribution per active participant$2,631
Average account balance$66,474
Benefits paid to participants$1,647,347
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 208 accts · $495K emplr
2023$14.6M · 220 accts · $508K emplr
2022$12.7M · 213 accts · $474K emplr
Administrative expenses, itemized · 2023
Investment management$60,870
Total administrative$60,870
The L.B. White Company, LLC. 401(k) match · 2023
Employer contribution per active participant$2,631
Median for plans this size$2,440
2024$2,661 per active participant
2023$2,631 per active participant
2022$2,269 per active participant

L.B. White Company, LLC.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
TRUST POINT INC. · Recordkeeping · Trustee$60,870

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

Recordkeeper by year2
2024TRUST POINT INC.
2023TRUST POINT INC.

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Administrative cost history3
2024$63,845 · 0.44%
2023$60,870 · 0.45%
2022$54,074 · 0.42%
Same employer
Similar plansManufacturing · Wisconsin
Revela Foods, LLC WI$14.8M · 0.44%
Wb Manufacturing, LLC WI$14.8M · 0.59%
Wick Buildings, Inc. WI$14.6M · 0.70%
Ki Mobility, LLC WI$14.6M · 0.47%
Muza Metal Products, LLC WI$14.6M · 0.55%
Wisconsin Built, Inc. WI$14.5M · 0.43%
Fox Valley Metal Tech, Inc. WI$14.4M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390924875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.