Plan Snapshot
- Plan Sponsor: National Wild Turkey Federation, INC.
- Sponsor EIN: 570564993
- Sponsor Address: 770 AUGUSTA ROAD, EDGEFIELD, SC, 29824
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $29.3M
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 | 218 | $29.3M | $521,935 | $1.3M |
| 2023 | 190 | $26.0M | $432,380 | $1.2M |
| 2022 | 184 | $22.5M | $341,561 | $1.1M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $32,983 | — | $32,983 |
| SCOTT AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,983
- Estimated Expense Ratio: 0.112% 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 | $32,983 | $32,983 | — | — | — |
| 2023 | $28,804 | $28,404 | — | — | — |
| 2022 | $43,011 | $39,737 | $3,274 | — | — |