Plan Snapshot
- Plan Sponsor: Whirley Industries, INC.
- Sponsor EIN: 251183490
- Sponsor Address: 618 FOURTH AVENUE, WARREN, PA, 16365
- Plan Type: 401(k)
- Total Participants: 402
- Total Assets: $45.8M
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 | 402 | $45.8M | $1.2M | $1.3M |
| 2023 | 352 | $43.0M | $1.1M | $1.3M |
| 2022 | 346 | $39.9M | $976,495 | $1.2M |
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 | $44,802 | — | $44,802 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | CONSULTANT | $35,769 | — | $35,769 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,052 | — | $9,052 |
| BUFFAMANTE WHIPPLE BUTTAFARO, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BUFFAMANTE WHIPPLE BUTTAFARO, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,623
- Estimated Expense Ratio: 0.196% 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 | $89,623 | $9,052 | — | — | — |
| 2023 | $116,568 | $7,279 | $300 | — | — |
| 2022 | $52,951 | $1,273 | — | — | — |