Plan Ledger DOL Form 5500 · updated monthly

Whiteley Technical Services, LLC401(k)

WHITELEY TECHNICAL SERVICES, LLC 401(K) PROFIT SHARING PLAN · BEAUMONT, TX · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Whiteley Technical Services, LLC reported $45,574 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $656 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 2.00% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,141st of 5,688), and 9,908th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,713,827
Participants with balances110
Active participants252
Employer contributions$165,197
Employee contributions$314,331
Employer contribution per active participant$656
Average account balance$42,853
Benefits paid to participants$815,723
Plan auditUnmodified (clean) audit opinion
AuditorWATHEN, DESHONG & JUNCKER LLP
Plan history2
Yearassets · accounts · employer contribution
2024$4.7M · 110 accts · $165K emplr
2022$2.0M · 91 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,549
Investment management$11,025
Total administrative$45,574
The Whiteley Technical Services, LLC 401(k) match · 2024
Employer contribution per active participant$656
Median for plans this size$1,313

Whiteley Technical Services, LLC'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
FIDELITY INVESTMENTS INST OPS · Loan processing$34,549
MBG RETIREMENT, INC · Investment advisory (plan)$10,557

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

Administrative cost history2
2024$45,574 · 0.99%
2022$39,302 · 2.00%
Same employer
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Shipwell, Inc. TX$4.8M · 0.19%
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Saexploration Inc. TX$4.7M · 0.87%
Silotech Group, Inc. TX$4.7M · 0.60%
Scaleworks, Inc. TX$4.6M · 0.51%
Wegman Capital LLC TX$4.5M · 0.67%
Mythic Inc TX$4.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851273779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.