Plan Snapshot
- Plan Sponsor: Wheatland Tube, LLC
- Sponsor EIN: 231327437
- Sponsor Address: 191 NORTH WACKER DRIVE, SUITE 2100, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 72
- Total Assets: $86.0M
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 | 72 | $86.0M | $1.0M | $0 |
| 2023 | 81 | $81.5M | $9.0M | $0 |
| 2022 | 87 | $85.4M | $8.3M | $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 |
|---|---|---|---|---|
| MERCER | Actuary | $110,926 | — | $110,926 |
| HIGHLAND CONSULTING | Other Service Provider | $64,694 | — | $64,694 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $18,851 | — | $18,851 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,471
- Estimated Expense Ratio: 0.226% 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 | $224,266 | $64,694 | — | — | — |
| 2023 | $658,770 | $115,060 | — | — | — |
| 2022 | $592,452 | — | — | — | — |