Plan Ledger DOL Form 5500 · updated monthly

White Arrow, Inc.401(k)

WHITE ARROW 401(K) & PS PLAN · MONTEBELLO, CA · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

White Arrow, Inc. reported $40,876 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,217 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 1.14% to 0.93%. 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 California (7,020th of 9,483), and 1,645th of 2,677 in transportation & warehousing. In 2024, employees put in $6.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,943,546
Participants with balances134
Active participants106
Employer contributions$129,014
Employee contributions$800,930
Employer contribution per active participant$1,217
Average account balance$36,892
Benefits paid to participants$304,851
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ AND COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 134 accts · $129K emplr
2023$3.9M · 120 accts · $127K emplr
2022$2.7M · 122 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,385
Investment management$19,491
Total administrative$40,876
The White Arrow, Inc. 401(k) match · 2024
Employer contribution per active participant$1,217
Median for plans this size$1,313
2024$1,217 per active participant
2023$1,245 per active participant
2022$1,074 per active participant

White Arrow, Inc.'s 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$21,381
FINANCIAL COUNSELING RESOURCES, LLC · Investment advisory (plan)$19,491

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$40,876 · 0.93%
2023$32,694 · 0.99%
2022$30,649 · 1.14%
Similar plansTransportation & Warehousing · California
Runbuggy Omi, Inc. CA$5.1M · 0.93%
Button Transportation CA$5.0M · 0.18%
Di Overnite, LLC CA$4.8M · 0.82%
Reeve Trucking Company CA$4.7M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611432891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.