Plan Snapshot
- Plan Sponsor: Ware2go INC.
- Sponsor EIN: 824898154
- Sponsor Address: 55 GLENLAKE PARKWAY, NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 131 | $9.2M | $379,847 | $1.5M |
| 2023 | 167 | $7.2M | $451,280 | $1.7M |
| 2022 | 178 | $4.2M | $563,903 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,909 | — | $47,909 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,218 | — | $5,218 |
| BENNETTTHRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BENNETTTHRASHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,127
- Estimated Expense Ratio: 0.580% 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 | $53,127 | $5,218 | — | — | — |
| 2023 | $54,509 | $2,814 | — | — | — |
| 2022 | $43,377 | $1,048 | — | — | — |