Plan Snapshot
- Plan Sponsor: Whelan Security Management Company INC.
- Sponsor EIN: 453709475
- Sponsor Address: 1699 S HANLEY RD STE 350, SAINT LOUIS, MO, 63144
- Plan Type: 401(k)
- Total Participants: 56,931
- Total Assets: $25.6M
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 | 56,931 | $25.6M | $712,847 | $5.8M |
| 2023 | 39,478 | $19.7M | $614,086 | $4.7M |
| 2022 | 48,538 | $14.7M | $340,381 | $3.6M |
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 |
|---|---|---|---|---|
| RUBIN BROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBIN BROWN LLP — Auditor
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 | $243,072 | $43,859 | $300 | — | — |
| 2023 | $206,785 | $31,778 | — | — | — |
| 2022 | $152,418 | — | — | — | — |