# The Whitestone Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-whitestone-group-inc-401k-plan

> The Whitestone Group, INC.'s 401(k) plan: 418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Whitestone Group, INC.

- **Sponsor EIN:** 341941099

- **Sponsor Address:** 6422 EAST MAIN STREET, REYNOLDSBURG, OH, 43068

- **Plan Type:** 401(k)

- **Total Participants:** 418

- **Total Assets:** $5.5M

## 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|418|$5.5M|$1.7M|$18,746|

| 2023|298|$4.6M|$1.6M|$18,239|

| 2022|77|$3.4M|$683,660|$34,990|

## 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|$27,386|—|$27,386|

| MERRILL LYNCH|BROKER|$21,687|—|$21,687|

| MCGREGOR & ASSOCIATES, INC.|CONTRAC ADMIN|$8,865|—|$8,865|

| CLARK SCHAEFFER HACKETT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — BROKER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,938

- **Estimated Expense Ratio:** 1.053% 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|$46,903|$22,048|$8,865|—|—|

| 2023|$76,276|$18,185|—|$17,000|—|

| 2022|$36,062|—|—|—|$36,062|

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