# Whitlam Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/whitlam-group-inc-plan

> Whitlam Group, INC.'s 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitlam Group, INC.

- **Sponsor EIN:** 381855016

- **Sponsor Address:** 24800 SHERWOOD, CENTER LINE, MI, 48015

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

- **Total Participants:** 112

- **Total Assets:** $11.6M

## 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|112|$11.6M|$0|$279,773|

| 2023|113|$10.2M|$0|$287,865|

| 2022|106|$9.0M|$0|$298,210|

## 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|

| LOTITO & LAZZARA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LOTITO & LAZZARA, P.C.](https://planprovider.pro/provider/lotito-and-lazzara-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$17,452|—|$17,452|—|—|

| 2023|$9,339|—|$9,339|—|—|

| 2022|$19,402|—|$19,402|—|—|

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