Plan Snapshot
- Plan Sponsor: Wilhelm Construction, INC.
- Sponsor EIN: 352121830
- Sponsor Address: 3914 PROSPECT STREET, INDIANAPOLIS, IN, 462032344
- Plan Type: 401(k)
- Total Participants: 638
- Total Assets: $42.7M
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 | 638 | $42.7M | $1.5M | $4.9M |
| 2023 | 562 | $33.3M | $1.2M | $3.7M |
| 2022 | 483 | $26.9M | $780,789 | $2.7M |
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 | $51,824 | — | $51,824 |
| SHEPHERD FINANCIAL INVESTMENT ADV | INVESTMENT ADVISOR | $22,000 | — | $22,000 |
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SHEPHERD FINANCIAL INVESTMENT ADV — INVESTMENT ADVISOR
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,824
- Estimated Expense Ratio: 0.173% 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 | $73,824 | $22,000 | — | — | — |
| 2023 | $63,161 | $24,000 | $300 | — | — |
| 2022 | $62,551 | — | — | — | — |