# Whelen Engineering Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/whelen-engineering-company-inc-401k-plan

> Whelen Engineering Company, INC's 401(k) plan: 1,836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|—|—|

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