Plan Snapshot
- Plan Sponsor: Vector Wp Midco, INC. Dba Wood Technologies International
- Sponsor EIN: 872823783
- Sponsor Address: PO BOX 310, WOODLAND, WA, 98674
- Plan Type: 401(k)
- Total Participants: 1,095
- Total Assets: $122.2M
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 | 1,095 | $122.2M | $3.1M | $6.5M |
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 ANNUITY INSURANCE CO | RECORDKEEPER | $99,394 | — | $99,394 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $72,979 | — | $72,979 |
| COMPASS 360, LLC | CONTRACT ADMIN | $37,932 | — | $37,932 |
| CARON & BLETZER PLLC | OTHER | $14,200 | — | $14,200 |
| CARON & BLETZER, PLLC | Auditor | $14,200 | — | $14,200 |
| ADVISED ASSETS GROUP, LLC | INVESTMENT MANAGEMENT | $10,313 | — | $10,313 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,018
- Estimated Expense Ratio: 0.204% 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 | $232,455 | $83,292 | $37,932 | $14,200 | — |