Plan Snapshot
- Plan Sponsor: W&P Management, LLC
- Sponsor EIN: 383639540
- Sponsor Address: 46061 VAN DYKE, UTICA, MI, 483175375
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $29.0M
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 | 486 | $29.0M | $824,780 | $1.8M |
| 2023 | 455 | $25.3M | $758,334 | $1.6M |
| 2022 | 429 | $20.6M | $690,881 | $1.5M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $18,450 | — | $18,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,450
- Estimated Expense Ratio: 0.064% 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 | $117,581 | $54,550 | — | $18,450 | — |
| 2023 | $103,389 | $46,621 | — | $27,690 | — |
| 2022 | $76,928 | — | $76,928 | — | — |