# Whatever It Takes Transmission 401(k) Plan
Source: https://planprovider.pro/companies/whatever-it-takes-transmisson-401k-plan

> Whatever It Takes Transmission's 401(k) plan: 1,096 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whatever It Takes Transmission

- **Sponsor EIN:** 611356670

- **Sponsor Address:** 300 HIGHWAY 44 E, SHEPHERDSVILLE, KY, 401656002

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

- **Total Participants:** 1,096

- **Total Assets:** $11.9M

## 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|1,096|$11.9M|$227,770|$627,762|

| 2023|1,010|$10.0M|$236,606|$658,247|

| 2022|645|$7.7M|$217,292|$577,705|

## 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|

| PAYCHEX INC|RECORDKEEPER|$32,195|—|$32,195|

| LEVELIZED COMPENSATION ADVISOR|INVESTMENT ADVISORY|$24,639|—|$24,639|

| ERISA FIDUCIARY SERVICES, INC|CONTRACT ADMINISTRATOR|$8,510|—|$8,510|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX INC](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,344

- **Estimated Expense Ratio:** 0.549% 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|$65,944|$24,639|$40,445|—|—|

| 2023|$53,051|$19,150|$33,041|—|—|

| 2022|$48,860|$17,652|$31,208|—|—|

## Similar Plans

- [Ikeyless, LLC](https://planprovider.pro/companies/ikeyless-llc-401k-plan) — 456 participants

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