Plan Snapshot
- Plan Sponsor: The Wendy'S Company
- Sponsor EIN: 380471180
- Sponsor Address: ONE DAVE THOMAS BLVD, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 9,652
- Total Assets: $294.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 9,652 | $294.0M | $6.0M | $12.0M |
| 2023 | 11,849 | $269.9M | $5.6M | $11.5M |
| 2022 | 8,359 | $248.1M | $5.8M | $11.4M |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — Auditor
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 | $373,812 | $208,369 | — | — | — |
| 2023 | $374,119 | $180,799 | — | — | — |
| 2022 | $398,864 | $189,672 | $19,323 | — | $300 |