Plan Snapshot
- Plan Sponsor: Wilen
- Sponsor EIN: 112535468
- Sponsor Address: 45 MELVILLE PARK ROAD, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $27.4M
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 | 446 | $27.4M | $400,034 | $2.3M |
| 2023 | 397 | $22.6M | $478,892 | $2.1M |
| 2022 | 375 | $17.4M | $428,214 | $1.9M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | — | $46,023 | $46,023 |
| CBIZ CPAS P.C. | AUDITORS | $34,350 | — | $34,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,373
- Estimated Expense Ratio: 0.294% 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 | $36,851 | — | — | $34,350 | — |
| 2023 | -$131 | — | — | — | — |
| 2022 | $12,587 | — | — | — | — |