Plan Ledger DOL Form 5500 · updated monthly

Whitco Supply, LLC401(k)

WHITCO SUPPLY, LLC 401K PROFIT SHARING PLAN AND TRUST · BROUSSARD, LA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Whitco Supply, LLC reported $147,127 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,542 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 0.42% to 0.71%. 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 the 240th-largest of 884 plans among Louisiana employers on file, and the 1,799th of 4,246 in wholesale trade. In 2024, the employer put in $1.69 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$21,380,194
Participants with balances254
Active participants183
Employer contributions$1,014,220
Employee contributions$600,573
Employer contribution per active participant$5,542
Average account balance$84,174
Benefits paid to participants$2,455,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 254 accts · $1.0M emplr
2023$20.0M · 253 accts · $1.2M emplr
2022$16.2M · 235 accts · $988K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,980
Investment management$50,147
Total administrative$147,127
The Whitco Supply, LLC 401(k) match · 2024
Employer contribution per active participant$5,542
Median for plans this size$2,416
2024$5,542 per active participant
2023$5,366 per active participant
2022$5,255 per active participant

Whitco Supply, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK · Recordkeeping$1,575

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$147,127 · 0.71%
2023$120,590 · 0.67%
2022$72,851 · 0.42%
Same employer
Similar plansWholesale Trade · Louisiana
Lipseys, L.L.C. LA$29.1M · 0.11%
Orion South, Inc. LA$22.3M · 0.29%
Solar Supply, LLC LA$19.3M · 0.25%
Agi Industries, Inc. LA$18.6M · 0.29%
Goldman Equipment L.L.C. LA$16.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412102104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.