# Whetstone Holdings 401(k) Plan
Source: https://planprovider.pro/companies/whetstone-holdings-401k-plan

> Whetstone Holdings's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whetstone Holdings

- **Sponsor EIN:** 464056317

- **Sponsor Address:** 12496 NW 25TH ST, MIAMI, FL, 33182

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

- **Total Participants:** 230

- **Total Assets:** $4.2M

## 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|230|$4.2M|$412,860|$657,856|

| 2023|230|$2.8M|$332,984|$535,472|

| 2022|185|$2.4M|$263,940|$422,193|

## 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|

| MARSHALL JONES|Auditor|—|—|$0|

## 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|$35,488|—|$35,488|—|—|

| 2023|$34,793|—|$34,793|—|—|

| 2022|$27,660|—|$27,660|—|—|

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