Plan Snapshot
- Plan Sponsor: Wheelabrator Technologies INC.
- Sponsor EIN: 222678047
- Sponsor Address: 90 ARBORETUM DRIVE, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Total Participants: 2,156
- Total Assets: $189.3M
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 | 2,156 | $189.3M | $6.4M | $11.5M |
| 2023 | 2,166 | $176.5M | $6.1M | $11.0M |
| 2022 | 2,159 | $147.6M | $5.6M | $10.0M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | RECORDKEEPER | $102,615 | — | $102,615 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,615
- Estimated Expense Ratio: 0.054% 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 | $102,550 | — | — | — | — |
| 2023 | $57,647 | — | $57,647 | — | — |
| 2022 | $54,658 | — | $54,658 | — | — |