# Wheatland Tube, LLC DB Plan
Source: https://planprovider.pro/companies/wheatland-tube-llc-231327437-011

> Wheatland Tube, LLC's DB plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mercer-advisors) — 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|

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