Plan Snapshot
- Plan Sponsor: Turtle Wax, INC.
- Sponsor EIN: 362068941
- Sponsor Address: 948 SPRINGER DRIVE, LOMBARD, IL, 60148
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 66 | $23.9M | $244,268 | $818,998 |
| 2023 | 70 | $20.3M | $227,690 | $758,709 |
| 2022 | 76 | $17.5M | $221,929 | $733,075 |
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 |
|---|---|---|---|---|
| SASSETTI, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SASSETTI, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,816 | $24,000 | — | — | — |
| 2023 | $56,094 | $24,000 | — | — | — |
| 2022 | $75,368 | — | $75,368 | — | — |