AUMdb

Whelen Engineering Company, Inc. 401(k) Plan

Sponsored by Whelen Engineering Company, Inc · EIN 060725110 · Plan #002

Total assets
$186M
Net assets
$186M
Active participants
1,836
With balances
1,966

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $21,562