# Wheeler Trigg O'Donnell LLP 401(k) Plan
Source: https://planprovider.pro/companies/wheeler-trigg-o-donnell-llp-401k-plan

> Wheeler Trigg O'Donnell LLP's 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wheeler Trigg O'Donnell LLP

- **Sponsor EIN:** 200697269

- **Sponsor Address:** 370 17TH STREET, SUITE 4500, DENVER, CO, 80202

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

- **Total Participants:** 233

- **Total Assets:** $89.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|233|$89.6M|$3.4M|$3.1M|

| 2023|220|$82.2M|$3.1M|$2.8M|

| 2022|210|$70.0M|$2.9M|$2.5M|

## 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|

| BDO USA,P.C.|Auditor|$30,677|—|$30,677|

### Verified Provider Profiles

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

- [BDO USA,P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,677

- **Estimated Expense Ratio:** 0.034% 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|$142,409|$53,748|—|$30,677|—|

| 2023|$146,565|—|—|—|—|

| 2022|$86,245|—|—|—|—|

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