Plan Snapshot
- Plan Sponsor: The Wheeling Corporation
- Sponsor EIN: 510326386
- Sponsor Address: 100 1ST SE, BREWSTER, CT, 446131202
- Plan Type: 401(k)
- Total Participants: 407
- Total Assets: $42.6M
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 | 407 | $42.6M | $838,648 | $1.6M |
| 2023 | 378 | $36.7M | $747,716 | $1.6M |
| 2022 | 380 | $32.1M | $798,466 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $74,399 | — | $74,399 |
| MML INVESTORS SERVICES LLC | OTHER | $29,558 | — | $29,558 |
| MMLIS | BROKER/ADVISER | — | $27,301 | $27,301 |
| BOWERS AND COMPANY CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWERS AND COMPANY CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,258
- Estimated Expense Ratio: 0.308% 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 | $105,803 | $1,846 | — | — | — |
| 2023 | $86,054 | $807 | — | — | — |
| 2022 | $95,716 | — | $94,849 | — | — |