# Wheaton Dumont Co Op Elevator 401(k) Plan
Source: https://planprovider.pro/companies/wheaton-dumont-co-op-elevator-401k-plan

> Wheaton Dumont Co Op Elevator's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wheaton Dumont Co Op Elevator

- **Sponsor EIN:** 410248030

- **Sponsor Address:** 6587 US HIGHWAY 75 NORTH, WHEATON, MN, 56296

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

- **Total Participants:** 101

- **Total Assets:** $15.3M

## 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|101|$15.3M|$376,383|$504,241|

| 2023|118|$13.3M|$380,312|$476,963|

| 2022|106|$11.8M|$370,916|$469,767|

## 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|

| CARLSON SV, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$42,112|—|$42,112|—|—|

| 2023|$17,863|—|$17,863|—|—|

| 2022|$70,529|$30,351|$40,178|—|—|

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