Plan Snapshot
- Plan Sponsor: Whelen Engineering Company, INC
- Sponsor EIN: 060725110
- Sponsor Address: 51 WINTHROP ROAD, CHESTER, CT, 06412
- Plan Type: 401(k)
- Total Participants: 1,836
- Total Assets: $186.1M
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 | 1,836 | $186.1M | $4.3M | $8.4M |
| 2023 | 1,528 | $158.2M | $3.7M | $7.2M |
| 2022 | 1,412 | $131.7M | $3.0M | $6.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,562 | — | $21,562 |
| WOLLACKLEWITZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,562
- Estimated Expense Ratio: 0.012% 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 | $21,562 | — | $300 | — | — |
| 2023 | $15,873 | — | — | — | — |
| 2022 | $13,129 | — | — | — | — |