# Turtle Wax, INC. 401(k) Plan
Source: https://planprovider.pro/companies/turtle-wax-inc-401k-plan

> Turtle Wax, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GALLAGHER BENEFIT SERVICES INC DBA|INVESTMENT ADVISOR|$24,000|—|$24,000|

| JPMORGAN INVEST HOLDINGS LLC|RECORDKEEPER|$23,816|—|$23,816|

| SASSETTI, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SASSETTI, LLC](https://planprovider.pro/provider/sassetti-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,816

- **Estimated Expense Ratio:** 0.200% 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|$47,816|$24,000|—|—|—|

| 2023|$56,094|$24,000|—|—|—|

| 2022|$75,368|—|$75,368|—|—|

## Similar Plans

- [New Sps, LLC](https://planprovider.pro/companies/new-sps-llc-401k-plan) — 387 participants

- [Panamera Acquisition Holdings, INC. D/B/A Purposebuilt Brands, INC.](https://planprovider.pro/companies/panamera-acquisition-holdings-inc-d-b-a-purposebuilt-brands-inc-401k-plan) — 484 participants

- [Plz Corp](https://planprovider.pro/companies/plz-corp-401k-plan) — 1,215 participants

- [Stepan Company](https://planprovider.pro/companies/stepan-company-plan-009) — 1,264 participants

- [Stepan Company](https://planprovider.pro/companies/stepan-company-plan-013) — 1,273 participants

- [Voyant Beauty, LLC](https://planprovider.pro/companies/voyant-beauty-llc-401k-plan) — 2,162 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/turtle-wax-inc-401k-plan)

© 2026 PlanProvider.Pro