Plan Ledger DOL Form 5500 · updated monthly

Western Materials, Inc.401(k)

DOUGLAS FRUIT COMPANY SALARY REDUCTION AND SAVINGS PLAN · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Western Materials, Inc. reported $6,910 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,098 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Washington (880th of 1,714), and 2,444th of 4,246 in wholesale trade. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,207,104
Participants with balances306
Active participants267
Employer contributions$827,276
Employee contributions$1,045,586
Employer contribution per active participant$3,098
Average account balance$46,428
Benefits paid to participants$960,620
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,910
Total administrative$6,910
The Western Materials, Inc. 401(k) match · 2024
Employer contribution per active participant$3,098
Median for plans this size$2,416

Western Materials, Inc.'s 2024 employer contribution ran above the $2,416 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
AMERIPRISE FINANCIAL SERVICES LLCindirect comp

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$6,910 · 0.05%
Same employer
Similar plansWholesale Trade · Washington
Yakima Chief Hops, Inc WA$15.5M · 0.09%
Alco Investment Company WA$15.1M · 0.30%
Gamus LLC WA$14.6M · 0.10%
The Box Maker WA$14.0M · 0.24%
Spokane Produce, Inc. WA$12.6M · 0.43%
Western Materials, Inc. WA$12.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911407389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.