Plan Ledger DOL Form 5500 · updated monthly

Whittlesea-Bell401(k)

WHITTLESEA-BELL RETIREMENT 401K PLAN · RENO, NV · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Whittlesea-Bell reported $9,135 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $39 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 3 years on file its reported administrative ratio has held roughly steady near 0.093%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Nevada (228th of 437), and the 1,268th of 2,677 in transportation & warehousing. In 2023, employees put in $7.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,310,082
Participants with balances340
Active participants1,716
Employer contributions$67,382
Employee contributions$516,673
Employer contribution per active participant$39
Average account balance$24,441
Benefits paid to participants$924,995
Plan auditDisclaimer of opinion
AuditorVELEZ & HARDY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 313 accts · $62K emplr
2023$8.3M · 340 accts · $67K emplr
2022$7.9M · 355 accts · $61K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,135
Total administrative$9,135
The Whittlesea-Bell 401(k) match · 2023
Employer contribution per active participant$39
Median for plans this size$1,308
2024$35 per active participant
2023$39 per active participant
2022$32 per active participant

Whittlesea-Bell's 2023 employer contribution ran below the $1,308 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.

Service providers · 20231
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$9,660

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$7,489 · 0.09%
2023$9,135 · 0.11%
2022$7,642 · 0.09%
Similar plansTransportation & Warehousing · Nevada
Allegiant Travel Company NV$551.4M · 0.10%
Its Logistics, LLC NV$24.0M · 0.31%
Truline Corporation NV$7.5M · 0.75%
Bender Warehouse Co. NV$5.7M · 0.59%
Ewing Bros., Inc. NV$3.8M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880113298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.