Plan Snapshot
- Plan Sponsor: Wawa, INC.
- Sponsor EIN: 210515330
- Sponsor Address: 260 WEST BALTIMORE PIKE, WAWA, PA, 19063
- Plan Type: DC
- Total Participants: 43,441
- Total Assets: $5.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43,441 | $5.5B | $0 | $0 |
| 2023 | 39,268 | $5.3B | $0 | $0 |
| 2022 | 24,778 | $4.5B | $0 | $0 |
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 |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | NONE | $920,417 | — | $920,417 |
| ARGENT FINANCIAL | NONE | $656,473 | — | $656,473 |
| RSM US LLP | NONE | $41,378 | — | $41,378 |
| BALLARD SPAHR LLP | NONE | $21,005 | — | $21,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — NONE
- BALLARD SPAHR LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,639,273
- Estimated Expense Ratio: 0.030% 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 | $1,639,375 | $656,473 | $916,867 | $41,378 | — |
| 2023 | $1,210,245 | $722,415 | $435,433 | $39,483 | — |
| 2022 | $1,228,030 | — | $552,428 | — | $675,602 |