Plan Ledger DOL Form 5500 · updated monthly

Total Warehouse, Inc.401(k)

TOTAL WAREHOUSE, INC. 401(K) PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Total Warehouse, Inc. reported $3,333 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,909 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.

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 California (7,444th of 9,483), and 1,801st of 2,677 in transportation & warehousing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,859,555
Participants with balances126
Active participants128
Employer contributions$244,342
Employee contributions$471,923
Employer contribution per active participant$1,909
Average account balance$30,631
Benefits paid to participants$147,804
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,596
Investment management$737
Total administrative$3,333
The Total Warehouse, Inc. 401(k) match · 2024
Employer contribution per active participant$1,909
Median for plans this size$1,313

Total Warehouse, Inc.'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 · 20242
MAI CAPITAL MANAGEMENT LLC · Investment advisory (plan)$737

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

Administrative cost history1
2024$3,333 · 0.11%
Same employer
Similar plansTransportation & Warehousing · California
Win IT America Inc CA$4.0M · 1.09%
Ajr Trucking, Inc. CA$3.9M · 1.90%
Booster Fuels, Inc. CA$3.8M · 0.10%
Sunbelt Towing, Inc. CA$3.7M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822468672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.