# Wilhelm Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wilhelm-construction-inc-401k-plan

> Wilhelm Construction, INC.'s 401(k) plan: 638 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SHEPHERD FINANCIAL INVESTMENT ADV](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — INVESTMENT ADVISOR

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-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|—|—|—|—|

## Similar Plans

- [Thompson Thrift Construction, INC.](https://planprovider.pro/companies/thompson-thrift-construction-inc-401k-plan) — 630 participants

- [Fbi Buildings, INC.](https://planprovider.pro/companies/fbi-buildings-inc-401k-plan) — 425 participants

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