Plan Ledger DOL Form 5500 · updated monthly

White Energy, Holding Company, LLC401(k)

WHITE ENERGY, LLC EMPLOYEES SAVINGS TRUST · FRISCO, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

White Energy, Holding Company, LLC reported $40,651 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $3,445 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 0.35% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,064th of 5,688), and 8,757th of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,034,225
Participants with balances161
Active participants108
Employer contributions$372,073
Employee contributions$588,869
Employer contribution per active participant$3,445
Average account balance$62,324
Benefits paid to participants$686,596
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 161 accts · $372K emplr
2023$8.5M · 180 accts · $349K emplr
2022$7.2M · 168 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,978
Investment management$13,673
Total administrative$40,651
The White Energy, Holding Company, LLC 401(k) match · 2024
Employer contribution per active participant$3,445
Median for plans this size$1,313
2024$3,445 per active participant
2023$3,528 per active participant
2022$3,372 per active participant

White Energy, Holding Company, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$26,978
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$10,014

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$40,651 · 0.44%
2023$32,188 · 0.41%
2022$27,510 · 0.35%
Same employer
Similar plansManufacturing · Texas
Ladish Valve Company, LLC TX$10.1M · 0.07%
Polytronix, Inc TX$10.1M · 0.00%
Kompan, Inc. TX$10.1M · 0.01%
Ventahood, LTD TX$10.0M · 0.01%
Epac Holdings, LLC TX$9.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204853034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.