Plan Snapshot
- Plan Sponsor: Whitcraft LLC
- Sponsor EIN: 061517370
- Sponsor Address: 76 COUNTY ROAD, EASTFORD, CT, 06242
- Plan Type: 401(k)
- Total Participants: 1,691
- Total Assets: $75.4M
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. |
|---|---|---|---|---|
| 2023 | 1,691 | $75.4M | $2.1M | $6.2M |
| 2022 | 1,063 | $64.4M | $1.9M | $5.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $163,358 | — | $163,358 |
| RBC WEALTH MANAGEMENT | ADVISOR | $105,774 | — | $105,774 |
| UHY LLP | ACCOUNTANT/AUDITOR | $28,188 | — | $28,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RBC WEALTH MANAGEMENT — ADVISOR
- UHY LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $297,320
- Estimated Expense Ratio: 0.394% 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 |
|---|---|---|---|---|---|
| 2023 | $148,660 | $52,887 | $1,500 | $14,094 | — |
| 2022 | $141,763 | — | — | — | — |