Plan Snapshot
- Plan Sponsor: Wheatland Tube, LLC
- Sponsor EIN: 231327437
- Sponsor Address: 191 NORTH WACKER DRIVE, SUITE 2100, CHICAGO, IL, 60606
- Plan Type: DB
- Plan Number: 011
- Total Participants: 240
- Total Assets: $153.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 240 | $153.6M | $2.0M | $0 |
| 2023 | 273 | $148.4M | $5.5M | $0 |
| 2022 | 291 | $154.4M | $9.2M | $0 |
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 |
|---|---|---|---|---|
| HAMILTON & COMPANY | Other Service Provider | $224,128 | — | $224,128 |
| INCOME RESEARCH AND MANAGEMENT | Investment Advisor | $179,144 | — | $179,144 |
| MERCER | Actuary | $178,336 | — | $178,336 |
| COOKE & BIELER LP | Investment Advisor | $85,592 | — | $85,592 |
| EDGEWOOD MANAGEMENT LLC | Investment Advisor | $85,494 | — | $85,494 |
| JOHNSTON ASSET MANAGEMENT CORP | Investment Advisor | $83,497 | — | $83,497 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $40,857 | — | $40,857 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $877,048
- Estimated Expense Ratio: 0.571% 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 | $944,214 | $657,856 | $40,857 | — | — |
| 2023 | $1,080,712 | $631,508 | $27,098 | — | — |
| 2022 | $1,619,716 | $752,847 | $13,419 | — | $167,450 |