Plan Snapshot
- Plan Sponsor: White Contracting, INC.
- Sponsor EIN: 273867200
- Sponsor Address: 4140 AIRPORT ROAD, ALLENTOWN, PA, 18109
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 17
- Total Assets: $128,305
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 17 | $128,305 | $0 | $0 |
| 2024 | 15 | $312,124 | $293,665 | $33,375 |
| 2023 | 18 | $36,281 | $251,405 | $27,585 |
| 2022 | 18 | $14,275 | $244,488 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $20,241 | — | $20,241 |
| PCI INSURANCE AGENCY | Investment Advisor | $7,524 | — | $7,524 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,765
- Estimated Expense Ratio: 21.640% 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 |
|---|---|---|---|---|---|
| 2025 | $365,567 | — | — | — | — |
| 2024 | $262,429 | — | — | — | — |
| 2023 | $261,173 | — | — | — | — |
| 2022 | $228,601 | — | — | — | — |