Plan Snapshot
- Plan Sponsor: Whiteley Techcnical Services, LLC
- Sponsor EIN: 851273779
- Sponsor Address: 655 LANGHAM RD #14, BEAUMONT, TX, 77707
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 252 | $4.7M | $165,197 | $314,331 |
| 2023 | 144 | $4.5M | $525,457 | $340,680 |
| 2022 | 139 | $2.0M | $0 | $284,524 |
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 INST OPS | Recordkeeper | $34,549 | — | $34,549 |
| MBG RETIREMENT, INC | Investment Advisor | $10,557 | — | $10,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,106
- Estimated Expense Ratio: 0.957% 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 | $45,574 | $11,025 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $39,302 | — | — | — | — |