Plan Ledger DOL Form 5500 · updated monthly

Win IT America Inc401(k)

WIN IT AMERICA INC 401(K) PLAN · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Win IT America Inc reported $37,670 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,405 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 4 years on file its reported administrative ratio rose from 0.08% to 1.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (7,391st of 9,483), and 1,785th of 2,677 in transportation & warehousing. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has shrunk from 358 to 242 since 2020.

Plan summary
Net assets, end of year$3,992,134
Participants with balances279
Active participants242
Employer contributions$339,917
Employee contributions$731,315
Employer contribution per active participant$1,405
Average account balance$14,309
Benefits paid to participants$352,486
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON JANKS LLP
Plan history4
Yearassets · accounts · employer contribution
2024$4.0M · 279 accts · $340K emplr
2023$2.9M · 280 accts · $266K emplr
2022$2.1M · 332 accts · $314K emplr
2020$419K · 301 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,594
Investment management$32,076
Total administrative$37,670
The Win IT America Inc 401(k) match · 2024
Employer contribution per active participant$1,405
Median for plans this size$1,313
2024$1,405 per active participant
2023$1,096 per active participant
2022$924 per active participant
2020$332 per active participant

Win IT America Inc's 2024 employer contribution ran above 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
ADP, INC. · Recordkeeping$20,941
AXA ADVISORS, LLC · Recordkeeping · Trustee$16,729

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

Recordkeeper by year2
2024ADP, AXA ADVISORS, LLC
2023ADP, AXA ADVISORS, LLC

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

Administrative cost history4
2024$37,670 · 1.09%
2023$31,656 · 1.25%
2022$23,209 · 1.24%
2020$328 · 0.08%
Similar plansTransportation & Warehousing · California
Mhx, LLC CA$4.4M · 0.90%
Ajr Trucking, Inc. CA$3.9M · 1.90%
Total Warehouse, Inc. CA$3.9M · 0.11%
Booster Fuels, Inc. CA$3.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473220311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.