How big is Wetherill Associates, Inc.'s plan?

Wetherill Associates, Inc.'s plan reported $27.3M in assets and 368 participants for 2024.

Original filing (PDF)20250929115548NAL0011265633001

Wetherill Associates, Inc.

Name: Wetherill Associates, Inc. — Wetherill Associates, Form 5500 (2024)
Creator: Wetherill Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wetherill Associates, Inc. Retirement and 401(k) Savings Plan

401(k) retirement plan · Wetherill Associates, Inc.'s Wetherill Associates, Inc. Retirement and 401(k) Savings Plan held $27.3M in plan assets for 368 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

18% employer stockCorrective distributions issued

Active participants

368

Accounts w/ balance

513

Plan assets (EOY)

$27.3M

Net assets (EOY)

$27.3M

People on this filing

Elona Ermak signed Wetherill Associates, Inc.'s 2024 Form 5500 as plan administrator.

Elona Ermak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wetherill Associates, Inc.'s EIN is 23-2069598.

EIN 23-2069598

Plan number 002

Plan year 2024

ACK ID 20250929115548NAL0011265633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wetherill Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wetherill Associates, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

WETHERILL ASSOCIATES, INC.

EIN

all filings

Address

2841 CORPORATE WAY · MIRAMAR, FL · 33025

Phone

(954) 939-3163

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

29 direct securities· $27.3M(100% of reported assets)

Common Collective Trusts

$19.2M

14 holdings

Common Stocks

$4.8M

2 holdings

Mutual Funds

$2.3M

10 holdings

Other securities

$964K

3 holdings

					% of plan
T. Rowe Price Group, Inc TRP US EQ RSCH INV	Common Stocks	—	—	$4.2M	15.2%
Fidelity Investments Fidelity Freedom 2030 Index Fund	Common Collective Trusts	—	—	$3.7M	13.7%
Fidelity Investments FID 500 Index	Common Collective Trusts	—	—	$3.3M	12.0%
Fidelity Investments Fidelity Freedom 2035 Index Fund	Common Collective Trusts	—	—	$2.8M	10.2%
Fidelity Investments Fidelity Freedom 2020 Index Fund	Common Collective Trusts	—	—	$2.2M	8.0%
Fidelity Investments Fidelity Freedom 2040 Index Fund	Common Collective Trusts	—	—	$2.2M	7.9%
Fidelity Investments Fidelity Freedom 2025 Index Fund	Common Collective Trusts	—	—	$1.6M	5.8%
Fidelity Investments Fidelity Freedom 2050 Index Fund	Common Collective Trusts	—	—	$1.3M	4.8%
Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$1.2M	4.4%
Fidelity Investments Fidelity Freedom 2055 Index Fund	Common Collective Trusts	—	—	$875K	3.2%
T. Rowe Price Group, Inc TRP Growth Stock I	Common Stocks	—	—	$673K	2.5%
Fidelity Investments Fidelity Freedom 2045 Index Fund	Common Collective Trusts	—	—	$669K	2.5%
PGIM Total Return Bond R6	Other securities	—	—	$364K	1.3%
than February 2030.	Other securities	—	—	$338K	1.2%
Invesco Small Cap VAL Y	Mutual Funds	—	—	$302K	1.1%
Fidelity Investments Fidelity Freedom 2060 Index Fund	Common Collective Trusts	—	—	$296K	1.1%
JPMorgan Mid Cap Growth I	Other securities	—	—	$262K	1.0%
American Funds AF WASH Mutual R5	Mutual Funds	—	—	$252K	0.9%
Fidelity Investments Fidelity Freedom 2010 Index Fund	Common Collective Trusts	—	—	$190K	0.7%
Fidelity Investments FID GLB EX US Index 544 * Fidelity Investments FID MID CAP Index	Mutual Funds	—	—	$166K	0.6%
Fidelity Investments FID SM CAP Index	Mutual Funds	—	—	$147K	0.5%
American Funds AF EUROPAC Growth R6	Mutual Funds	—	—	$125K	0.5%
Fidelity Investments Fidelity Freedom 2015 Index Fund	Common Collective Trusts	—	—	$66K	0.2%
Invesco Equity and Income Y	Mutual Funds	—	—	$43K	0.2%
Fidelity Investments Fidelity Freedom 2065 Index Fund	Common Collective Trusts	—	—	$40K	0.1%
Fidelity Investments Fidelity Freedom 2070 Index Fund 105 * Fidelity Investments Fidelity Freedom Income Index Fund	Common Collective Trusts	—	—	$31K	0.1%
Invesco Real Estate Y	Mutual Funds	—	—	$20K	<0.1%
Invesco Develop MKT Y	Mutual Funds	—	—	$10K	<0.1%
Fidelity Investments FID US BOND Index	Mutual Funds	—	—	$3K	<0.1%