Plan Ledger DOL Form 5500 · updated monthly

Warehouse Goods LLC401(k)

WAREHOUSE GOODS LLC 401(K) PLAN · BOCA BATON, FL · plan year 2023

Reported admin expense ratio · 2023
0.15%

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

Warehouse Goods LLC reported $7,213 in plan administrative expenses for 2023: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,925 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 0.18% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Florida (2,522nd of 3,644), and 3,656th of 4,246 in wholesale trade. In 2023, employees put in $1.99 for every $1.00 the employer contributed; active participation has shrunk from 131 to 77 since 2022.

Plan summary
Net assets, end of year$4,838,444
Participants with balances224
Active participants77
Employer contributions$379,239
Employee contributions$754,891
Employer contribution per active participant$4,925
Average account balance$21,600
Benefits paid to participants$1,709,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 192 accts · $162K emplr
2023$4.8M · 224 accts · $379K emplr
2022$4.6M · 252 accts · $475K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,475
Investment management$3,238
Total administrative$7,213
The Warehouse Goods LLC 401(k) match · 2023
Employer contribution per active participant$4,925
Median for plans this size$1,308
2024$3,861 per active participant
2023$4,925 per active participant
2022$3,624 per active participant

Warehouse Goods LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. 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
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants) · Investment advisory (plan)$5,621

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$7,013 · 0.16%
2023$7,213 · 0.15%
2022$7,557 · 0.18%
Same employer
Similar plansWholesale Trade · Florida
Pacer Marine, Inc. FL$5.0M · 0.74%
Vertilux Limited FL$4.9M · 0.18%
USA Bouquet LLC FL$4.5M · 0.82%
Mayo Fertilizer, Inc. FL$4.5M · 0.56%
Lewis Marine Supply LLC FL$4.2M · 0.71%
Pure Source, LLC FL$4.2M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811753109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.