Plan Snapshot
- Plan Sponsor: Wesco Aircraft Hardware Corp.
- Sponsor EIN: 952704662
- Sponsor Address: 2601 MEACHAM BLVD., FORT WORTH, TX, 76137
- Plan Type: 401(k)
- Total Participants: 1,377
- Total Assets: $92.3M
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 | 1,377 | $92.3M | $2.8M | $6.1M |
| 2023 | 1,313 | $86.1M | $2.9M | $6.3M |
| 2022 | 1,354 | $73.0M | $2.5M | $5.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $161,197 | — | $161,197 |
| RETIREMENT WELLNESS GROUP | BROKER | $50,000 | — | $50,000 |
| RUSSON AND JOHNSTON LLP | CONSULTANT | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RUSSON AND JOHNSTON LLP — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,697
- Estimated Expense Ratio: 0.249% 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 | $233,216 | — | $600 | — | — |
| 2023 | $243,601 | — | — | — | — |
| 2022 | $305,416 | — | — | — | — |