Plan Snapshot
- Plan Sponsor: The Wonderful Company
- Sponsor EIN: 273429394
- Sponsor Address: 11444 W. OLYMPIC BLVD, LOS ANGELES, CA, 90064
- Plan Type: 401(k)
- Total Participants: 5,637
- Total Assets: $590.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,637 | $590.0M | $13.5M | $31.2M |
| 2023 | 5,404 | $505.9M | $12.6M | $29.3M |
| 2022 | 5,736 | $411.3M | $11.9M | $27.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $177,174 | — | $177,174 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $42,557 | — | $42,557 |
| KAO & KAO, C.P.A.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,731
- Estimated Expense Ratio: 0.037% 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 | $219,731 | $177,174 | — | — | — |
| 2023 | $239,875 | $198,603 | — | — | — |
| 2022 | $206,786 | $167,206 | — | — | — |