Plan Ledger DOL Form 5500 · updated monthly

The United Warehouse Company401(k)

UNITED WAREHOUSE COMPANY RETIREMENT SAVINGS PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

The United Warehouse Company reported $30,448 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $1,966 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 0.59% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Kansas (622nd of 828), and 1,516th of 2,677 in transportation & warehousing. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 158 to 139 since 2022.

Plan summary
Net assets, end of year$5,929,904
Participants with balances149
Active participants139
Employer contributions$273,262
Employee contributions$558,062
Employer contribution per active participant$1,966
Average account balance$39,798
Benefits paid to participants$635,972
Plan auditUnmodified (clean) audit opinion
AuditorLUCKE & ASSOCIATES CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 149 accts · $273K emplr
2023$5.2M · 154 accts · $276K emplr
2022$4.7M · 158 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,352
Investment management$7,096
Total administrative$30,448
The The United Warehouse Company 401(k) match · 2024
Employer contribution per active participant$1,966
Median for plans this size$1,313
2024$1,966 per active participant
2023$1,701 per active participant
2022$1,587 per active participant

The United Warehouse Company's 2024 employer contribution ran above the $1,313 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$4,213
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan) · Investment management$2,882

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$30,448 · 0.55%
2023$29,960 · 0.61%
2022$29,256 · 0.59%
Same employer
Similar plansTransportation & Warehousing · Kansas
Alliance AG & Grain, LLC KS$10.6M · 0.28%
National Carriers, Inc. KS$10.5M · 0.14%
Fry-Wagner Systems, Inc. KS$8.3M · 0.43%
Village Travel, LLC KS$6.3M · 0.57%
Convoy, Inc. KS$5.9M
Farmers Oil Company, Inc. KS$4.9M · 0.80%
Keim Ts, Inc. KS$4.5M · 0.59%
Agri Trails Coop, Inc. KS$4.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480457970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.