Plan Snapshot
- Plan Sponsor: White Line Systems, LLC
- Sponsor EIN: 833997782
- Sponsor Address: 8101 BOAT CLUB RD., FORT WORTH, TX, 76179
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 79 | $2.7M | $16,353 | $168,117 |
| 2023 | 131 | $2.6M | $196,002 | $343,714 |
| 2022 | 422 | $2.5M | $487,337 | $810,800 |
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 |
|---|---|---|---|---|
| PSK LLP | Auditor | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PSK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.315% 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 | $46,734 | $17,649 | $20,585 | $8,500 | — |
| 2023 | $52,532 | $16,826 | $35,706 | — | — |
| 2022 | $65,538 | $13,831 | $51,707 | — | — |