Plan Snapshot
- Plan Sponsor: The J.G. Wentworth Company, LLC
- Sponsor EIN: 452961295
- Sponsor Address: 1200 MORRIS DRIVE, CHESTERBROOK, PA, 19087
- Plan Type: 401(k)
- Total Participants: 788
- Total Assets: $50.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 788 | $50.1M | $1.6M | $4.3M |
| 2023 | 464 | $40.3M | $1.4M | $3.8M |
| 2022 | 480 | $32.2M | $1.1M | $3.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $71,660 | — | $71,660 |
| LPL FINANCIAL LLC | ADVISOR | $50,000 | — | $50,000 |
| HERBEIN + CO., INC. | ACCOUNTANT/AUDITOR | $17,250 | — | $17,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
- HERBEIN + CO., INC. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,910
- Estimated Expense Ratio: 0.277% 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 | $138,910 | $50,000 | — | $17,250 | — |
| 2023 | $127,743 | $50,000 | — | $16,500 | — |
| 2022 | $145,688 | — | — | — | — |