# The Wheeling Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-wheeling-corporation-401k-plan

> The Wheeling Corporation's 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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