# Wheels Up Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/wheels-up-partners-llc-401k-plan

> Wheels Up Partners LLC's 401(k) plan: 1,447 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wheels Up Partners LLC

- **Sponsor EIN:** 454068474

- **Sponsor Address:** 601 WEST 26TH STREET, NEW YORK, NY, 10001

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

- **Total Participants:** 1,447

- **Total Assets:** $182.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,447|$182.0M|$7.0M|$17.6M|

| 2023|1,736|$176.1M|$16.2M|$26.5M|

| 2022|2,782|$134.1M|$11.4M|$24.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$164,861|—|$164,861|

| FARBER, BLICHT, EYERMAN & HERZOG, L|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $164,861

- **Estimated Expense Ratio:** 0.091% 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|$164,926|$65|$600|—|—|

| 2023|$170,069|$72|$300|—|—|

| 2022|$132,812|—|—|—|—|

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