Plan Snapshot
- Plan Sponsor: Warehouse Goods LLC
- Sponsor EIN: 811753109
- Sponsor Address: 4800 N FEDERAL HWY. B200, BOCA BATON, FL, 33431
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $4.2M
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 | 42 | $4.2M | $162,166 | $252,595 |
| 2023 | 77 | $4.8M | $379,239 | $754,891 |
| 2022 | 131 | $4.6M | $474,769 | $933,071 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 | $7,013 | $3,213 | $3,050 | — | — |
| 2023 | $7,213 | $3,238 | $3,475 | — | — |
| 2022 | $7,557 | — | — | — | — |