# The Wells Group, LLC DC Plan
Source: https://planprovider.pro/companies/the-wells-group-llc-plan-002

> The Wells Group, LLC's DC plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Wells Group, LLC

- **Sponsor EIN:** 610710998

- **Sponsor Address:** 611 WEST MAIN, WEST LIBERTY, KY, 41472

- **Plan Type:** DC

- **Total Participants:** 235

- **Total Assets:** $17.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|235|$17.8M|$4.0M|$0|

| 2023|255|$13.3M|$3.0M|$0|

| 2022|219|$9.1M|$2.0M|$0|

## 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|

| BESTEN & DIERUF, PLLC|Auditor|$15,800|—|$15,800|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,800

- **Estimated Expense Ratio:** 0.089% 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|$19,690|—|—|$15,800|—|

| 2023|$19,015|—|—|$7,950|—|

| 2022|$22,300|—|—|—|—|

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