Plan Ledger DOL Form 5500 · updated monthly

White Lodging Services Corporation401(k)

WLS 401(K) PLAN · MERRILLVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

White Lodging Services Corporation reported $169,978 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $220 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 0.09% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 199th-largest of 1,562 plans among Indiana employers on file, and the 110th of 2,240 in accommodation & food services. In 2024, employees put in $5.13 for every $1.00 the employer contributed; active participation has grown from 3,195 to 5,483 since 2022.

Plan summary
Net assets, end of year$73,883,679
Participants with balances1,957
Active participants5,483
Employer contributions$1,204,888
Employee contributions$6,179,187
Employer contribution per active participant$220
Average account balance$37,754
Benefits paid to participants$5,761,618
Plan auditUnmodified (clean) audit opinion
AuditorKATZ SAPPER MILLER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$73.9M · 1,957 accts · $1.2M emplr
2023$64.9M · 1,820 accts · $1.0M emplr
2022$54.5M · 1,695 accts · $802K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$154,978
Total administrative$169,978
The White Lodging Services Corporation 401(k) match · 2024
Employer contribution per active participant$220
Median for plans this size$3,635
2024$220 per active participant
2023$287 per active participant
2022$251 per active participant

White Lodging Services Corporation's 2024 employer contribution ran below the $3,635 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 · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$154,978
KATZ SAPPER & MILLER$15,000

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$169,978 · 0.24%
2023$227,776 · 0.38%
2022$50,716 · 0.09%
Same employer
Similar plansAccommodation & Food Services · Indiana
World Travel Holdings, Inc. MA$77.4M · 0.09%
Carrols Corporation NY$75.8M · 0.34%
Northwood Investors LLC CO$74.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351656847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.