# Wheeler Brothers Grain Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wheeler-brothers-grain-company-llc-730564547-001

> Wheeler Brothers Grain Company, LLC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wheeler Brothers Grain Company, LLC

- **Sponsor EIN:** 730564547

- **Sponsor Address:** PO BOX 29, WATONGA, OK, 73772

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

- **Plan Number:** 001

- **Total Participants:** 126

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|126|$17.3M|$489,052|$656,052|

| 2023|181|$15.2M|$320,599|$605,455|

| 2022|198|$14.0M|$901,341|$716,272|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$71,594|—|$71,594|

| COMMONWEALTH EQUITY SERVICES|Investment Advisor|$52,214|—|$52,214|

| EMPLOYEE BENEFITS GROUP LLC|Recordkeeper|$9,790|—|$9,790|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE BENEFITS GROUP LLC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,598

- **Estimated Expense Ratio:** 0.774% 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|$72,071|—|—|—|—|

| 2023|$60,299|—|—|—|—|

| 2022|$74,184|—|$74,184|—|—|

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