# Whitcraft LLC 401(k) Plan
Source: https://planprovider.pro/companies/whitcraft-llc-401k-plan-001

> Whitcraft LLC's 401(k) plan: 1,691 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

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

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [UHY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whitcraft-llc-401k-plan-001)

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