# Warehouse Specialists, LLC 401(k) Plan
Source: https://planprovider.pro/companies/warehouse-specialists-llc-401k-plan

> Warehouse Specialists, LLC's 401(k) plan: 718 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Warehouse Specialists, LLC

- **Sponsor EIN:** 810862766

- **Sponsor Address:** 1160 N. MAYFLOWER DR., APPLETON, WI, 54913

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

- **Total Participants:** 718

- **Total Assets:** $66.4M

## 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|718|$66.4M|$2.1M|$3.7M|

| 2023|761|$63.4M|$2.4M|$3.8M|

| 2022|744|$55.7M|$1.9M|$3.3M|

## 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|

| SPECTRUM INVESTMENT ADVISORS INC.|INVESTMENT ADVISOR|$122,871|—|$122,871|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$91,581|—|$91,581|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $214,452

- **Estimated Expense Ratio:** 0.323% 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|$214,451|$122,870|—|—|—|

| 2023|$198,844|$113,756|$900|—|—|

| 2022|$188,595|—|—|—|—|

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