Plan Snapshot
- Plan Sponsor: Whitmore Worsley, INC.
- Sponsor EIN: 111571994
- Sponsor Address: 4 HARDSCRABBLE COURT, EAST HAMPTON, NY, 11937
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $4.3M | $9,663 | $212,937 |
| 2023 | 109 | $3.8M | $17,395 | $227,721 |
| 2022 | 105 | $4.0M | $0 | $166,466 |
| 2020 | 117 | $4.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $19,007 | — | $19,007 | — | — |
| 2023 | $16,701 | — | $16,701 | — | — |
| 2022 | $17,492 | — | $17,492 | — | — |
| 2020 | $16,943 | — | $16,943 | — | — |