# Whirlwind Steel Buildings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/whirlwind-steel-buildings-inc-401k-plan

> Whirlwind Steel Buildings, INC.&#39;s 401(k) plan: 680 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whirlwind Steel Buildings, INC.

- **Sponsor EIN:** 760366138

- **Sponsor Address:** 8234 HANSEN ROAD, HOUSTON, TX, 770751002

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

- **Total Participants:** 680

- **Total Assets:** $21.4M

## 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|680|$21.4M|$0|$3.0M|

| 2023|878|$19.4M|$0|$2.6M|

| 2022|507|$15.9M|$0|$1.9M|

## 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|

| JOHN HANCOCK RETIREMENT PLAN SRVCS.|RETAINED BY PLAN SPONSOR|$90,306|—|$90,306|

| OPPENHEIMER & CO, INC.|RETAINED BY PLAN SPONSOR|$39,904|—|$39,904|

| CARR, RIGGS & INGRAM|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SRVCS.](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $130,210

- **Estimated Expense Ratio:** 0.610% 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|$130,210|$39,904|$90,306|—|—|

| 2023|$101,202|$41,763|$59,439|—|—|

| 2022|$95,688|$42,748|$52,940|—|—|

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