Plan Snapshot
- Plan Sponsor: Whittlesea-Bell
- Sponsor EIN: 880113298
- Sponsor Address: 100 SUNSHINE LANE, RENO, NV, 89502
- Plan Type: 401(k)
- Total Participants: 1,795
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,795 | $7.8M | $62,119 | $471,613 |
| 2023 | 1,716 | $8.3M | $67,382 | $516,673 |
| 2022 | 1,900 | $7.9M | $60,707 | $437,323 |
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 |
|---|---|---|---|---|
| VELEZ & HARDY CPAS | 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 | $7,489 | — | $7,489 | — | — |
| 2023 | $9,135 | — | $9,135 | — | — |
| 2022 | $7,642 | — | $7,642 | — | — |