# Whirley Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/whirley-industries-inc-401k-plan

> Whirley Industries, INC.'s 401(k) plan: 402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BUFFAMANTE WHIPPLE BUTTAFARO, PC](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whirley-industries-inc-401k-plan)

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