Plan Snapshot
- Plan Sponsor: White Arrow, INC.
- Sponsor EIN: 611432891
- Sponsor Address: 824 S VAIL AVE., MONTEBELLO, CA, 90640
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $4.9M | $129,014 | $800,930 |
| 2023 | 102 | $3.9M | $126,952 | $746,246 |
| 2022 | 99 | $2.7M | $106,304 | $590,077 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $21,381 | — | $21,381 |
| FINANCIAL COUNSELING RESOURCES, LLC | Other Service Provider | $19,491 | — | $19,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,872
- Estimated Expense Ratio: 0.827% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,876 | $19,491 | $21,385 | — | — |
| 2023 | $32,694 | $14,282 | $18,412 | — | — |
| 2022 | $30,649 | — | $30,649 | — | — |