Plan Ledger DOL Form 5500 · updated monthly

White Mountain Beverage, LLC401(k)

WHITE MOUNTAIN BEVERAGE, LLC SAVINGS AND PROFIT SHARING PLAN · RENTON, WA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

White Mountain Beverage, LLC reported $5,797 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,639 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 570th-largest of 1,714 plans among Washington employers on file, and the 1,469th of 4,246 in wholesale trade. In 2022, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,264,820
Participants with balances246
Active participants180
Employer contributions$834,968
Employee contributions$1,566,536
Employer contribution per active participant$4,639
Average account balance$110,833
Benefits paid to participants$1,930,832
Plan auditUnmodified (clean) audit opinion
AuditorHAGEN, KURTH, PERMAN & CO., P.S.
Administrative expenses, itemized · 2022
Investment management$2,672
Total administrative$5,797
The White Mountain Beverage, LLC 401(k) match · 2022
Employer contribution per active participant$4,639
Median for plans this size$2,266

White Mountain Beverage, LLC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,797 · 0.02%
Similar plansWholesale Trade · Washington
Mountain West 401K LLC WA$34.5M · 0.03%
Worldwide Distributors WA$27.8M · 0.57%
Cutter & Buck Inc. WA$27.1M · 0.37%
Plymouth Poultry Company WA$22.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812356523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.