# Wadhams Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wadhams-enterprises-inc-401k-plan

> Wadhams Enterprises, INC.'s 401(k) plan: 679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wadhams Enterprises, INC.

- **Sponsor EIN:** 161397441

- **Sponsor Address:** 369 BOSTWICK RD, PHELPS, NY, 145329309

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

- **Total Participants:** 679

- **Total Assets:** $36.5M

## 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|679|$36.5M|$729,088|$1.9M|

| 2023|551|$25.7M|$666,679|$1.6M|

| 2022|581|$22.3M|$647,375|$1.6M|

## 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|

| JAMES P REAGAN AGENCY|N/A|$82,471|—|$82,471|

| BENEFIT PLANS ADMIN SERVICES INC.|N/A|$53,208|—|$53,208|

| FREED MAXICK PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BENEFIT PLANS ADMIN SERVICES INC.](https://planprovider.pro/provider/bpas) — N/A

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $135,679

- **Estimated Expense Ratio:** 0.372% 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|$135,679|$82,471|$53,006|—|—|

| 2023|$116,746|$71,725|$24,595|—|—|

| 2022|$112,430|$87,200|$23,159|—|—|

## Similar Plans

- [Leonard'S Express, INC.](https://planprovider.pro/companies/leonard-s-express-inc-401k-plan) — 585 participants

- [Walker International Transportation, LLC](https://planprovider.pro/companies/walker-international-transportation-l-l-c-401k-plan) — 453 participants

- [The Gypsum Group](https://planprovider.pro/companies/the-gypsum-group-401k-plan) — 450 participants

- [Mediterranean Shipping Company Usa, INC.](https://planprovider.pro/companies/mediterranean-shipping-company-usa-inc-plan-001) — 1,574 participants

- [Trustees Of Nys Teamsters Conference](https://planprovider.pro/companies/trustees-of-nys-teamsters-conference-plan) — 9,102 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wadhams-enterprises-inc-401k-plan)

© 2026 PlanProvider.Pro