W8 Shipping 401(k) match, vesting and fees
What W8 Shipping's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Noren Nordling and Associates PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| W8 Shipping: employer contribution per participant | $21 | |
| Peer median | $1,076 |
| W8 Shipping: average balance | $3,142 | |
| Peer median | $31,804 |
| W8 Shipping: admin expenses ÷ assets | 0.97% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $99K at the end of plan year 2022 to $610K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 241 | $610K | $4,023 | $21 | 0.97% | Not published | Form 5500 ↗ |
| 2023 | 162 | $307K | $2,421 | $19 | 1.96% | Not published | Form 5500 ↗ |
| 2022 | 154 | $99K | $0 | $0 | 1.72% | Not published | Form 5500 ↗ |
Common questions
Does W8 Shipping match 401(k) contributions?
The match terms for the W8 Shipping LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4,023 in employer contributions, about $21 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the W8 Shipping 401(k) match vested?
The vesting schedule for the W8 Shipping LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the W8 Shipping 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is W8 Shipping LLC.
I left W8 Shipping. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (W8 Shipping LLC, (424) 368-8522) or the recordkeeper, Capital Group Retirement Plan Svcs.. The W8 Shipping old 401(k) page lists the contacts from every plan filing. Find an old W8 Shipping 401(k)
Data from the public Form 5500 annual reports W8 Shipping filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with W8 Shipping. Not financial advice. Report a correction · Methodology