Plan Snapshot
- Plan Sponsor: Wetherill Associates, INC.
- Sponsor EIN: 232069598
- Sponsor Address: 2841 CORPORATE WAY, MIRAMAR, FL, 33025
- Plan Type: 401(k)
- Total Participants: 368
- Total Assets: $27.3M
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 | 368 | $27.3M | $395,823 | $1.6M |
| 2023 | 339 | $23.3M | $374,494 | $1.3M |
| 2022 | 311 | $19.7M | $291,131 | $1.1M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $4,219 | — | — | — | — |
| 2023 | $5,915 | — | — | — | — |
| 2022 | $5,250 | — | — | — | — |