Plan Ledger DOL Form 5500 · updated monthly

Whitacre Logistics LLC401(k)

WHITACRE LOGISTICS 401(K) PLAN · PORTAGE, OH · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Whitacre Logistics LLC reported $33,704 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $646 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 rose from 0.36% to 0.89%. 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 Ohio (2,685th of 3,295), and 1,782nd of 2,677 in transportation & warehousing. In 2024, employees put in $9.18 for every $1.00 the employer contributed; active participation has shrunk from 133 to 91 since 2022.

Plan summary
Net assets, end of year$4,026,145
Participants with balances115
Active participants91
Employer contributions$58,758
Employee contributions$539,541
Employer contribution per active participant$646
Average account balance$35,010
Benefits paid to participants$515,825
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 115 accts · $59K emplr
2023$3.6M · 131 accts · $74K emplr
2022$2.8M · 150 accts · $80K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,704
Total administrative$33,704
The Whitacre Logistics LLC 401(k) match · 2024
Employer contribution per active participant$646
Median for plans this size$1,313
2024$646 per active participant
2023$706 per active participant
2022$601 per active participant

Whitacre Logistics LLC's 2024 employer contribution ran below the $1,313 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 · 20241
OSAIC WEALTH, INC.indirect comp

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$33,704 · 0.89%
2023$16,414 · 0.52%
2022$10,132 · 0.36%
Similar plansTransportation & Warehousing · Ohio
W. L. Logan Trucking Co. OH$4.7M · 0.30%
Ted Ruck Company OH$3.9M · 0.71%
Dick Lavy Trucking, Inc OH$3.8M · 0.93%
Budco Group, Inc. OH$3.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264192485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.