# Whitfield & Eddy P.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/whitfield-eddy-p-l-c-401k-plan

> Whitfield & Eddy P.L.C.'s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitfield & Eddy P.L.C.

- **Sponsor EIN:** 420643980

- **Sponsor Address:** 699 WALNUT STREET, SUITE 2000, DES MOINES, IA, 50309

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

- **Total Participants:** 80

- **Total Assets:** $32.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|80|$32.5M|$1.3M|$588,151|

| 2023|83|$27.5M|$1.2M|$527,531|

| 2022|75|$24.4M|$953,790|$422,258|

## 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|

| PRIME CAPITAL INVESTMENT|NONE|$35,000|—|$35,000|

| DENMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DENMAN & COMPANY, LLP](https://planprovider.pro/provider/denman-cpa-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,000

- **Estimated Expense Ratio:** 0.108% 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|$35,225|$34,442|$783|—|—|

| 2023|$35,951|$34,676|$1,275|—|—|

| 2022|$64,126|$60,660|$3,466|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whitfield-eddy-p-l-c-401k-plan)

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