Plan Ledger DOL Form 5500 · updated monthly

White Bluff, Inc.401(k)

WHITE BLUFF 401(K) PLAN · KINGMAN, AZ · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

White Bluff, Inc. reported $4,029 in plan administrative expenses for 2023: 0.71% of average plan assets, below 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Arizona (1,198th of 1,285), and 1,878th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$581,087
Participants with balances181
Active participants183
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$3,210
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Administrative expenses, itemized · 2023
Investment management$4,029
Total administrative$4,029
The White Bluff, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

White Bluff, Inc.'s 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$4,029 · 0.71%
Similar plansAccommodation & Food Services · Arizona
Laird Management, LLC AZ$1.2M · 1.77%
Spinato's Pizzeria AZ$1.1M · 1.18%
Someburros, Inc. AZ$787K · 0.55%
Civana, LLC AZ$531K · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860972385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.