# Warehouse Direct Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/warehouse-direct-incorporated-401k-plan

> Warehouse Direct Incorporated's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Warehouse Direct Incorporated

- **Sponsor EIN:** 363036801

- **Sponsor Address:** 2001 S. MOUNT PROSPECT ROAD, DES PLAINES, IL, 60018

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

- **Total Participants:** 317

- **Total Assets:** $19.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|317|$19.8M|$34,015|$1.5M|

| 2023|304|$16.7M|$33,420|$1.4M|

| 2022|285|$13.6M|$29,337|$1.3M|

## 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 INS CO OF AMERICA|INV MGMT AND RECORDKEEPE|$91,342|—|$91,342|

| FIDUCIARY FINANCIAL PARTNERS|INVESTMENT ADVISOR|$34,746|—|$34,746|

| CARNOW AND ASSOCIATES, LTD.|CONTRACT ADMIN|$7,055|$9,999|$17,054|

| BAKER TILLY, US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY, US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $143,142

- **Estimated Expense Ratio:** 0.724% 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|$95,798|—|—|—|—|

| 2023|$103,626|—|—|—|—|

| 2022|$100,475|—|—|—|—|

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