Plan Ledger DOL Form 5500 · updated monthly

Western Distributing Company401(k)

WESTERN DISTRIBUTING COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Western Distributing Company reported $77,200 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 576th-largest of 1,461 plans among Colorado employers on file, and the 810th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$17,774,563
Participants with balances410
Active participants282
Employer contributions$0
Employee contributions$1,258,637
Employer contribution per active participant$0
Average account balance$43,353
Benefits paid to participants$2,302,999
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 410 accts
2023$16.9M · 430 accts · $179K emplr
2022$15.0M · 380 accts · $232K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,264
Investment management$24,000
Trustee / custodial$7,936
Total administrative$77,200
The Western Distributing Company 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$599 per active participant
2022$755 per active participant

Western Distributing Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$45,264
LPL FINANCIAL, LLC · Investment advisory (plan)$24,000
NEWPORT TRUST COMPANY · Trustee$7,936

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,200 · 0.45%
2023$71,947 · 0.45%
2022$70,106 · 0.43%
Same employer
Similar plansTransportation & Warehousing · Colorado
Tlp Management Services LLC CO$79.8M · 0.09%
Graebel Companies, Inc. CO$57.8M · 0.53%
Windigo Logistics CO$15.7M · 0.42%
Mesa Systems, Inc. CO$10.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840376087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.