Wetherill Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Wetherill Associates, Inc. 401(k) Plan Facts

Plan name
WETHERILL ASSOCIATES, INC. RETIREMENT AND 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WETHERILL ASSOCIATES, INC.
Participants
536 (368 active employees)
Former employees with a balance
185
Plan assets
$27,276,803 at Dec 31, 2024
Average account balance
$53,171 across 513 accounts
Employer contributions
$395,823 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1981
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.18 million went into the plan in contributions, $395,823 of it from the employer (18%).
  • $1.48 million was paid out to participants.
  • Investment and other income added $3.33 million.
  • Administrative expenses were $4,219, about $8 per account.

How the Wetherill Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019364$19.7 million$230,635$2.97 million
2020361$20.9 million$247,265$2.88 million
2021372$23.3 million$250,573$2.10 million
2022551$19.7 million$291,131$899,224
2023503$23.3 million$374,494$1.84 million
2024536$27.3 million$395,823$1.48 million

Wetherill Associates, Inc. 401(k) Contact Information

Phone
954-939-3163
Mailing address
2841 CORPORATE WAY, MIRAMAR FL 33025
Plan sponsor
WETHERILL ASSOCIATES, INC.
Employer identification number (EIN)
23-2069598
Plan number
002

Questions about the Wetherill Associates, Inc. 401(k)

Does Wetherill Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $395,823, 18% of all contributions.

Does the Wetherill Associates, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Wetherill Associates, Inc 401(k) plan?

536 participants at the start of plan year 2024, 368 of them active employees, and 185 former employees who still had money in the plan.

What is the average 401(k) balance at Wetherill Associates, Inc?

About $53,171 per account: $27.3 million in plan assets across 513 accounts with a balance at the end of plan year 2024.

Who manages the Wetherill Associates, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wetherill Associates, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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