# Whittlesey PC 401(k) Plan
Source: https://planprovider.pro/companies/whittlesey-pc-401k-plan

> Whittlesey PC's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whittlesey PC

- **Sponsor EIN:** 060903326

- **Sponsor Address:** 280 TRUMBULL STREET, 24TH FLOOR, HARTFORD, CT, 061033509

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

- **Total Participants:** 118

- **Total Assets:** $45.7M

## 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|118|$45.7M|$1.4M|$1.4M|

| 2023|126|$37.5M|$1.3M|$1.3M|

| 2022|115|$34.2M|$947,919|$1.3M|

## 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|

| REDHAWK WEALTH ADVISORS INC|INVESTMENT ADVISOR|$32,073|—|$32,073|

| EMPOWER ANNUITY INS. CO OF AMERICA|RECORDKEEPER|$24,292|—|$24,292|

| HUTCHINSON AND BLOODGOOD LLP|AUDITOR|$14,000|—|$14,000|

| PENSION CONSULTANTS, INC.|CONTRACT ADMIN|$1,020|$10,000|$11,020|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,385

- **Estimated Expense Ratio:** 0.178% 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|$76,204|$36,863|$1,020|$14,000|—|

| 2023|$61,127|$31,129|$1,020|$13,500|—|

| 2022|$24,805|$3,250|$7,815|—|$13,500|

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