Plan Ledger DOL Form 5500 · updated monthly

Whirley Industries, Inc.401(k)

WHIRLEY INDUSTRIES, INC. TEAMMATES 401(K) PROFIT SHARING PLAN · WARREN, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Whirley Industries, Inc. reported $89,623 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,074 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 854th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,358th of 13,661 in manufacturing. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 346 to 402 since 2022.

Plan summary
Net assets, end of year$45,776,231
Participants with balances443
Active participants402
Employer contributions$1,235,624
Employee contributions$1,345,098
Employer contribution per active participant$3,074
Average account balance$103,332
Benefits paid to participants$5,506,169
Plan auditUnmodified (clean) audit opinion
AuditorBUFFAMANTE WHIPPLE BUTTAFARO, PC
Plan history3
Yearassets · accounts · employer contribution
2024$45.8M · 443 accts · $1.2M emplr
2023$43.0M · 446 accts · $1.1M emplr
2022$39.9M · 467 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,802
Investment management$9,052
Total administrative$89,623
The Whirley Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$3,074
Median for plans this size$2,416
2024$3,074 per active participant
2023$3,090 per active participant
2022$2,822 per active participant

Whirley Industries, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,802
PNC INSTITUTIONAL ASSET MANAGEMENT · Consulting$35,769
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,052

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$89,623 · 0.20%
2023$116,568 · 0.28%
2022$52,951 · 0.12%
Same employer
Similar plansManufacturing · Pennsylvania
Ensinger, Inc. PA$46.6M · 0.21%
Chromalox PA$46.2M · 0.23%
Global Packaging, Inc. PA$46.2M · 0.44%
Jwf Industries PA$44.9M · 0.30%
Unique Industries, Inc. PA$44.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251183490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.