Plan Snapshot
- Plan Sponsor: Wawa, INC.
- Sponsor EIN: 210515330
- Sponsor Address: 260 WEST BALTIMORE PIKE, WAWA, PA, 19063
- Plan Type: 401(k)
- Total Participants: 18,984
- Total Assets: $1.1B
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 | 18,984 | $1.1B | $29.9M | $65.2M |
| 2023 | 17,681 | $950.6M | $27.3M | $61.6M |
| 2022 | 15,732 | $772.6M | $23.8M | $54.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $1,441,594 | — | $1,441,594 |
| VANGUARD ADVISERS INC. | NONE | $492,634 | — | $492,634 |
| RSM US LLP | NONE | $41,137 | — | $41,137 |
| BALLARD SPAHR | NONE | $14,385 | — | $14,385 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- RSM US LLP — NONE
- BALLARD SPAHR — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,989,750
- Estimated Expense Ratio: 0.177% 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 | $1,943,267 | $492,634 | — | $41,137 | — |
| 2023 | $1,625,099 | $345,148 | — | $38,590 | — |
| 2022 | $1,550,962 | $256,443 | $1,099,453 | — | $63,820 |