# The Will-Burt Company 401(k) Plan
Source: https://planprovider.pro/companies/the-will-burt-company-401k-plan

> The Will-Burt Company's 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Will-Burt Company

- **Sponsor EIN:** 340620280

- **Sponsor Address:** 401 COLLINS BLVD, ORRVILLE, OH, 446679752

- **Plan Type:** 401(k)

- **Total Participants:** 311

- **Total Assets:** $18.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|311|$18.6M|$169,435|$1.4M|

| 2023|274|$18.0M|$150,190|$1.2M|

| 2022|270|$17.3M|$152,808|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$50,292|—|$50,292|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$12,922|$12,922|

| STANCORP FINANCIAL GROUP|RECORDKEEPER/BOOKKEEPER|$9,515|—|$9,515|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER/BOOKKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,729

- **Estimated Expense Ratio:** 0.390% 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|$59,807|—|$59,807|—|—|

| 2023|$81,440|$37,628|$43,812|—|—|

| 2022|$88,355|—|$88,355|—|—|

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