# The Wendy'S Company 401(k) Plan
Source: https://planprovider.pro/companies/the-wendy-s-company-401k-plan

> The Wendy'S Company's 401(k) plan: 9,652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ADVISORY GROUP, LLC|NONE|$208,369|—|$208,369|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$165,143|—|$165,143|

| REA & ASSOCIATES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REA & ASSOCIATES, INC.](https://planprovider.pro/provider/rea-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $373,512

- **Estimated Expense Ratio:** 0.127% 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|$373,812|$208,369|—|—|—|

| 2023|$374,119|$180,799|—|—|—|

| 2022|$398,864|$189,672|$19,323|—|$300|

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