# Wilbur-Ellis Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wilbur-ellis-holdings-inc-401k-plan

> Wilbur-Ellis Holdings, INC.'s 401(k) plan: 2,889 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilbur-Ellis Holdings, INC.

- **Sponsor EIN:** 462652182

- **Sponsor Address:** 4582 S. ULSTER ST, DENVER, CO, 80237

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

- **Total Participants:** 2,889

- **Total Assets:** $398.0M

## 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|2,889|$398.0M|$9.8M|$21.9M|

| 2023|3,013|$362.8M|$7.8M|$22.4M|

| 2022|3,259|$324.7M|$6.3M|$20.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$236,685|—|$236,685|

| HOOD & STRONG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOOD & STRONG, LLP](https://planprovider.pro/provider/hood-and-strong-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $236,685

- **Estimated Expense Ratio:** 0.059% 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|$236,685|—|$900|—|—|

| 2023|$218,197|—|—|—|—|

| 2022|$273,244|—|—|—|—|

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