Plan Snapshot
- Plan Sponsor: Wheatland Tube, LLC
- Sponsor EIN: 231327437
- Sponsor Address: 227 W MONROE STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 1,023
- Total Assets: $136.7M
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 | 1,023 | $136.7M | $2.6M | $4.8M |
| 2023 | 1,038 | $134.4M | $2.7M | $4.8M |
| 2022 | 1,095 | $129.0M | $2.8M | $5.8M |
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 |
|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES, INC | Other Service Provider | $56,626 | — | $56,626 |
| CBIZ CPAS, P.C. | Auditor | $18,400 | — | $18,400 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $17,956 | — | $17,956 |
| WILLCOX & SAVAGE, PC | ERISA Attorney | $16,246 | — | $16,246 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $9,190 | — | $9,190 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- WILLCOX & SAVAGE, PC — ERISA Attorney
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,418
- Estimated Expense Ratio: 0.087% 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 | $67,539 | $17,956 | — | $18,400 | — |
| 2023 | $102,200 | $72,558 | $19,908 | — | — |
| 2022 | $93,148 | $65,691 | — | — | $7,614 |