Plan Snapshot
- Plan Sponsor: Richard Wolf Medical Instruments
- Sponsor EIN: 362732789
- Sponsor Address: 353 CORPORATE WOODS PARKWAY, VERNON HILLS, IL, 60061
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $18.2M
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 | 194 | $18.2M | $265,518 | $1.2M |
| 2023 | 204 | $15.6M | $229,878 | $1.1M |
| 2022 | 194 | $13.2M | $212,957 | $1.0M |
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 |
|---|---|---|---|---|
| J. S. RICHTER, LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,193 | — | — | — | — |
| 2023 | $5,017 | $200 | — | — | — |
| 2022 | $9,136 | — | — | — | — |