# The J.G. Wentworth Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-j-g-wentworth-company-llc-401k-plan

> The J.G. Wentworth Company, LLC's 401(k) plan: 788 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [HERBEIN + CO., INC.](https://planprovider.pro/provider/herbein-company-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|—|—|—|—|

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