# Wade, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/wade-incorporated-401k-plan

> Wade, Incorporated's 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wade, Incorporated

- **Sponsor EIN:** 640395139

- **Sponsor Address:** P. O. BOX 551, GREENWOOD, MS, 38930

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

- **Total Participants:** 236

- **Total Assets:** $29.8M

## 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|236|$29.8M|$1.0M|$845,129|

| 2023|234|$26.0M|$1.2M|$847,356|

| 2022|225|$22.3M|$1.2M|$828,987|

## 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|

| FRED T. NEELY & COMPANY, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$64,415|—|$64,415|—|—|

| 2023|$53,516|$53,516|—|—|—|

| 2022|$49,790|—|$49,790|—|—|

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